Join Schwab’s Wealth Advisory team as an Associate Wealth Advisor, where you'll support Wealth Advisors and deepen client relationships while developing your career in wealth management. Enjoy mentorship and professional development opportunities in a collaborative environment focused on client-centric solutions.
Key Responsibilities
Support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships
Provide customized financial planning and address 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 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance