Wealth Advisor — Hybrid, Client-Focused Planning

Charles Schwab; Stamford (CT); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor in Stamford, CT, to manage client relationships and provide personalized financial planning and investment guidance. The ideal candidate has strong skills in client experience and time management, holds a bachelor's degree, and has the necessary FINRA licenses.

The company offers a supportive work environment, promoting growth through continuous learning and collaboration, with a competitive benefits package including a 401(k) and paid time off among other perks.

Qualifications

• Ability to build trust by listening actively and asking thoughtful questions.
• Ability to prioritize client meetings and clearly set expectations.
• Applies financial planning principles and communicates effectively.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab's investing approach.
• Collaborate with a team to support clients' financial decision-making.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

Tools

FINRA Series 7 license

FINRA Series 66 license or equivalent

Job description

Charles Schwab is seeking a Wealth Advisor in Stamford, CT, to manage client relationships and provide personalized financial planning and investment guidance. The ideal candidate has strong skills in client experience and time management, holds a bachelor's degree, and has the necessary FINRA licenses.

The company offers a supportive work environment, promoting growth through continuous learning and collaboration, with a competitive benefits package including a 401(k) and paid time off among other perks.