Join Schwab as an Associate Wealth Advisor, where you’ll empower clients through personalized financial planning while receiving mentorship from top industry professionals. This role offers a strong foundation in wealth management, setting you on the path to becoming a Wealth Advisor.
Key Responsibilities
Support 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships
Provide customized financial planning and 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 matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance