Associate Wealth Advisor, Schwab Wealth Advisory
About The Position
Schwab's Wealth Advisory team embodies the 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 by 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.
Requirements
- 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
Nice To Haves
- Experience servicing high net worth clients
- Bachelor’s Degree
Responsibilities
- Supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships.
- Providing customized financial planning.
- Addressing foundational portfolio needs.
- Resolving complex client service issues.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
