Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Corporation; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation in Jersey City seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach. You’ll collaborate with an advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.

We believe in in-office collaboration and expect the selected candidate to work on site in Jersey City, NJ, and nearby locations.

Qualifications

• Client experience: ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts.
• Time management: prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
• Financial planning: applies financial planning principles and aligns portfolios to client goals, risk tolerance, and long-term outcomes.
• Coachability/Self-awareness: seeks feedback, communicates development needs, and improves advisory effectiveness.

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 financial decisions.

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

Your Opportunity

At Schwab, you’re empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As aWealth Advisor,you’llmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwab’s approach to investing.You’llcollaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

• Client Experience:Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.

• Time Management:Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.

• Financial Planning:Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
• Coachability:Activelyseeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
• Self‑Awareness:Demonstratesawareness of strengths and limitations, communicatesquestionsor concerns early, and escalates appropriately to serve clients well.

Additional Requirements

• Bachelor’s degree

• Active FINRA Series 7 license

• May be obtained with a 120-day condition of employment for certified and current CFP® designation orCFA® designation holders, verified beforehire.

• Active FINRA Series 66 license (or equivalent)

• May be obtained within the first120 days

Preferred Qualifications

• CFP®or CFA®

In addition to the salary range, this role is also eligible forbonusor incentive opportunities.