Join Schwab as an Associate Wealth Advisor to support Wealth Advisors and enhance client relationships. You'll gain mentorship from top industry professionals while developing your skills in wealth management and financial planning.
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 vacation, volunteering, and 28-day sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance