Join Charles Schwab as an Associate Wealth Advisor and empower clients through personalized financial planning and exceptional service. Collaborate with experienced advisors and take your career in wealth management to the next level, with ongoing mentorship and professional development opportunities.
Key Responsibilities
Support 2-4 Wealth Advisors by servicing, deepening, and retaining 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 sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance