Join Schwab as an Associate Wealth Advisor and make a significant impact in the finance industry. You will support Wealth Advisors by managing client relationships and providing tailored financial planning, while receiving mentorship and opportunities for professional development.
Key Responsibilities
Support 2-4 Wealth Advisors
Service, deepen, and retain virtual client relationships
Provide 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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance