Join Schwab's Wealth Advisory team as an Associate Wealth Advisor, where you will support Wealth Advisors in servicing and retaining client relationships. This role offers mentorship from top industry professionals and a pathway to becoming a Wealth Advisor, underpinned by a commitment to personal and professional development.
Key Responsibilities
Support 2-4 Wealth Advisors
Service, deepen, and retain virtual client relationships
Provide customized financial planning and complex client service
Required Qualifications
Active and valid FINRA Series 7
Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
1-3 years of experience in the financial services industry
Preferred Qualifications
Experience servicing high net worth clients
Bachelor’s Degree
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance