Join Charles Schwab as an Associate Wealth Advisor and empower your career in a client-centric environment. Support Wealth Advisors by providing exceptional client service and customized financial planning while receiving mentorship from industry leaders.
Key Responsibilities
Support 2-4 Wealth Advisors by servicing 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance