As an Associate Wealth Advisor at Schwab, you will support Wealth Advisors by enhancing client relationships and delivering personalized financial services. This role offers mentorship from industry leaders and opportunities for professional growth in wealth management.
Key Responsibilities
Support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships
Provide customized financial planning and handle 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 match and Employee 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