Wealth Advisor: Client-Centric Financial Planning
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Charles Schwab Corporation is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long-term goals.
This on-site role requires a Bachelor’s degree and active FINRA Series 7/66 licenses. A CFP/CFA designation is preferred.
Join us at Charles Schwab Corporation as our next Wealth Advisor:
Client-Centric Financial Planning in Chicago, IL, United States.
Join Charles Schwab Corporation and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Advisor:
Client-Centric Financial Planning role at Charles Schwab Corporation, based in Chicago, IL, United States.
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