Wealth Advisor - Hybrid, Client-Focused Planning

Charles Schwab; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab in Irvine, CA 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 support clients through complex financial decisions, stay focused on long‑term goals, and contribute to a culture of trust and client excellence through on‑site collaboration.

Qualifications

• Bachelor’s degree.
• Active FINRA Series 7 license (may be obtained with a 120-day condition for CFP® designation or CFA® designation holders, verified before hire).
• Active FINRA Series 66 license (or equivalent; may be obtained within the first 120 days).

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to client goals.
• Collaborate with an experienced advisory team to support clients through complex decisions.
• Help clients stay focused on long-term goals.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

Job description

Charles Schwab in Irvine, CA 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 support clients through complex financial decisions, stay focused on long‑term goals, and contribute to a culture of trust and client excellence through on‑site collaboration.