Wealth Advisor, Schwab Wealth Advisory
On-siteWalnut Creek, California, United States
Job Summary
Manage ongoing client relationships by delivering holistic financial planning and tailored investment guidance aligned to client goals, risk tolerance, and long-term outcomes. Collaborate closely with an experienced advisory team to support clients through complex financial decisions while maintaining fiduciary standards. Prioritize client meetings, planning work, and follow-through by setting clear expectations and timelines. Build trust by actively listening, asking thoughtful questions, and translating complex financial concepts into actionable advice. This role requires on-site collaboration in specified locations and supports client confidence, retention, and advisory excellence within Schwab's fee-based, non-discretionary investment advisory solution.
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.
- Bachelor's degree
- Active FINRA Series 7 license
- Active FINRA Series 66 license (or equivalent)
Desired Qualifications
- CFP® or CFA®
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.