Associate Wealth Advisor, Schwab Wealth Advisory

About the Role

As an Associate Wealth Advisor, you'll support 2-4 Wealth Advisors by deepening and retaining virtual client relationships. This role is ideal for someone who thrives in a fast-paced environment and takes ownership of client outcomes.

Responsibilities

• Support Wealth Advisors in managing client relationships.
• Deliver customized financial planning support.
• Address foundational portfolio needs for clients.
• Ensure timely and accurate service delivery.

Requirements

• Active and valid FINRA Series 7.
• Active and valid FINRA Series 66 or ability to obtain within 120 days.
• Experience servicing client relationships in financial services.
• Bachelor’s degree or equivalent professional experience.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after 5 years of service
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance