Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.; Richfield Township (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in Ohio seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards. You’ll collaborate with an experienced advisory team to help clients navigate complex financial decisions, stay focused on long-term goals, and drive client confidence and retention.

This on-site role emphasizes relationship-building, clear communication, and ownership of outcomes

Qualifications

• Build trust by listening actively, asking thoughtful questions, and translating complex financial concepts into guidance.
• Prioritize client meetings and planning work, communicating timelines and next steps.
• Apply financial planning principles to align portfolios with client goals and risk tolerance.
• Be coachable, seek feedback, and continuously improve advisory effectiveness.
• Show self-awareness, raise questions early, and escalate appropriately to serve clients.

Responsibilities

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

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

Active FINRA Series 7 license

Active FINRA Series 66 license

CFP® or CFA®

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.