Join Schwab's Wealth Advisory team as an Associate Wealth Advisor, where you'll support Wealth Advisors and enhance client relationships. This role offers mentorship and the chance to develop your skills in wealth management, setting the stage for your future career.
Key Responsibilities
Support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships
Provide customized financial planning, foundational portfolio needs, and complex client service issues
Receive mentorship and professional development through coaching and ongoing training
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