Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; San Francisco (CA); In loco; USD 140.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid/On-site collaboration

Competitive benefits

Bonus or incentive opportunities

Descrizione del lavoro

Charles Schwab is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s investing approach.

You will collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. The role emphasizes in-office collaboration and on-site work at the specified locations.

Competenze

• Client experience: Ability to build trust by listening, asking thoughtful questions, translating complex financial concepts.
• Time management: Prioritize client meetings, planning, and follow-through with clear timelines.
• Financial planning: Align portfolios to client goals, risk tolerance, and long-term outcomes.
• Coachability: Actively seeks feedback and improves advisory effectiveness.
• Self-awareness: Recognizes strengths/limitations and escalates as needed.

Mansioni

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

Descrizione del lavoro

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 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.

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: 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

• Ability to speak fluent Mandarin
• 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