Wealth Advisor — Hybrid, Client-Focused Growth

Charles Schwab; Chicago (IL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You will collaborate with an experienced advisory team to navigate complex decisions while focusing on long‑term goals and client outcomes.

This on‑site role requires relationship‑driven focus, clear communication, and ownership of client success, with hybrid options frequently offered in a

Qualifications

• Active listening and ability to translate complex financial concepts into actionable guidance.
• Prioritization of client meetings, planning work, and clear setting of expectations with clients and partners.
• Apply financial planning principles to align portfolios with client goals and risk tolerance.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab's approach to investing.
• Collaborate with advisory team to support clients through complex decisions and long‑term goals.
• Drive advisory excellence and client retention through clear communication and accountability.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

FINRA Series 7 license

FINRA Series 66 license

CFP or CFA designation

Job description

Charles Schwab is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You will collaborate with an experienced advisory team to navigate complex decisions while focusing on long‑term goals and client outcomes.

This on‑site role requires relationship‑driven focus, clear communication, and ownership of client success, with hybrid options frequently offered in a