Associate Wealth Advisor, Schwab Wealth Advisory

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s Wealth Advisory team embodies our firm’s commitment to a client-centric approach. Schwab Wealth Advisory is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship from some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications:

1. Active and valid FINRA Series 7
2. Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
3. 1-3 years of experience in the financial services industry

Preferred Qualifications:

1. Experience servicing high net worth clients
2. Bachelor’s Degree

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.