Wealth Advisor - Hybrid Client-Focused Planning

Charles Schwab; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid Work Model

401(k) with company match

Paid time off and sabbatical after 5+ 

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor in Orlando to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary commitment.

You’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long‑term goals and Schwab’s client‑first approach.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license; may be obtained within 120 days.
• Active FINRA Series 66 license; may be obtained within the first 120 days.
• CFP® or CFA® designation preferred.

Responsibilities

• Manage ongoing client relationships with a fiduciary mindset.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with advisory team to support complex financial decisions.
• Help clients stay focused on long‑term goals and outcomes.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self‑Awareness

Education

Bachelor’s degree

Active FINRA Series 7 license

Active FINRA Series 66 license

Job description

Charles Schwab is seeking a Wealth Advisor in Orlando to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary commitment.

You’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long‑term goals and Schwab’s client‑first approach.