Wealth Advisor: Fiduciary Planning & Portfolio Strategy
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-05-20
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation in Bellevue, Washington, is seeking a Wealth Advisor to provide personalized financial advice and manage client portfolios. The ideal candidate will possess a Bachelor’s degree and relevant FINRA licenses, along with extensive advisory experience.
This role emphasizes relationship management and collaboration with dedicated advisory teams to enhance client experiences. Candidates will be expected to work onsite in Bellevue as part of a supportive and innovative team.
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