International Wealth Advisor, Schwab Wealth AdvisoryCharles Schwab

Your opportunity

At Schwab, youre 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 feebased, nondiscretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , youll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwabs approach to investing. Youll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on longterm goals.

This role is ideal for someone who thrives in a relationshipdriven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, longterm 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 followthrough 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 longterm 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

• Bachelors 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

• Bilingual (English & Spanish)

• Prior experience supporting international clients

Preferred Qualifications

• CFP or CFA

• FINRA Series 9, 10 or 24 license

• Fluency in Portuguese in reading, writing and speaking

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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

Whats in it for you:

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.