Join Schwab's Wealth Advisory team as an Associate Wealth Advisor, where you'll support Wealth Advisors in enhancing client relationships and providing personalized financial solutions. This position offers a unique opportunity for mentorship and professional growth in the wealth management sector.
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 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