Join Schwab as an Associate Wealth Advisor, where you'll support Wealth Advisors and build strong client relationships. Gain mentorship and professional development in wealth management while enjoying a collaborative work environment.
Key Responsibilities
Support 2-4 Wealth Advisors
Service, deepen, and retain virtual client relationships
Provide customized financial planning and address complex client service issues
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 match and Employee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance