As an Associate Wealth Advisor at Schwab, you'll support Wealth Advisors in managing client relationships and delivering tailored financial planning. This role offers mentorship and professional development opportunities, setting you on the path to becoming a Wealth Advisor.
Key Responsibilities
Supporting 2-4 Wealth Advisors
Servicing and retaining virtual client relationships
Providing 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, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance