Overview In this role you will manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You will collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. The role thrives in a relationship-driven environment, requiring clear and empathetic communication and ownership of client outcomes. Schwab emphasizes on-site collaboration to foster teamwork and client confidence. This position offers a meaningful opportunity to contribute to advisory excellence and long-term retention.
Compensation / Benefits- bonus or incentive opportunities
Responsibilities- Manage ongoing client relationships and deliver holistic financial planning
- Provide tailored investment guidance aligned to Schwab's approach
- Collaborate with advisory team to support clients through complex decisions
- Help clients stay focused on long-term goals and outcomes
- Support client confidence, retention, and advisory excellence
Key requirements- Client experience leading complex relationships with advanced discovery and clear guidance
- Time management to set cadence for a book of business and coordinate across partners
- Proven ability to develop holistic financial plans for high-complexity scenarios
- Coachability and willingness to learn and share best practices
- Self-awareness and sound judgment with escalation when needed
- CFP designation or CFA designation
- Bachelor's degree
- Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
- Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days
- Clear and empathetic communication
- Relationship-driven mindset
- Ownership of client outcomes
- Holistic financial planning
- Concentrated positions and tax-aware strategies
- Multi-goal planning
