Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off, volunteering, and sabb?

Job summary

Charles Schwab seeks a Wealth Advisor for Schwab Wealth Advisory to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance. You will collaborate with an experienced advisory team to support clients through complex decisions, while aligning portfolios to long‑term goals and risk tolerances.

This relationship‑driven role emphasizes clear communication, ownership of client outcomes, and in‑person collaboration with a hybrid work approach

Qualifications

• 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: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
• Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

Responsibilities

• Manage ongoing client relationships and provide tailored investment guidance.
• Deliver holistic financial planning aligned to client goals and risk tolerance.
• Collaborate with an advisory team to support clients through complex financial decisions and long‑term planning.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self‑Awareness

Education

Bachelor's degree

FINRA Series 7 license

FINRA Series 66 license

CFP designation

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

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 a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate 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.

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: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
• Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or 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 or CFA® designation holders, verified before hire.
• Active FINRA Series 66 license (or equivalent)
  • May be obtained within the first 120 days

Preferred Qualifications

• CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance