Associate Wealth Advisor, Schwab Wealth Advisory
About The Position
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution focused on trust, personalized service, and Schwab’s disciplined approach to investing. The Associate Wealth Advisor supports 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships, helping deliver customized financial planning support, and addressing foundational portfolio needs. This role suits someone who thrives in a fast-moving, relationship-driven environment and takes ownership of client outcomes and personal growth. The work supports client confidence, advisor effectiveness, and long-term relationship success. Through the Wealth Management Institute, mentorship, and ongoing coaching, the Associate Wealth Advisor develops skills in client relationship management, asset allocation, risk awareness, and consultative communication. The position provides direct client experience and a pathway to becoming a Wealth Advisor.
Requirements
- Ability to evaluate urgency, risk, and impact and clearly communicate status, expectations, and next steps to clients and Wealth Advisors.
- Demonstrated initiative, including anticipating needs, identifying next steps early, and taking ownership to move work forward.
- Ability to seek, receive, and apply feedback, ask thoughtful questions, and adjust communication and behaviors to improve service.
- Ability to adapt to changing priorities, evolving client needs, and new information in a virtual advisory environment.
- Active and valid FINRA Series 7.
- Active and valid FINRA Series 66, or ability to obtain it within a 120-day condition of employment.
- Understanding of core investment products and markets.
- Ability to apply regulatory and client-facing fundamentals.
Nice To Haves
- Experience servicing client relationships in financial services.
- Bachelor’s degree or equivalent professional experience.
Responsibilities
- Support 2–4 Wealth Advisors.
- Service, deepen, and retain virtual client relationships.
- Help deliver customized financial planning support.
- Address foundational portfolio needs.
- Communicate status, expectations, and next steps to clients and Wealth Advisors to support timely, accurate service delivery.
- Anticipate needs, identify next steps, and take ownership to move work forward.
- Apply feedback and adapt communication and behaviors to improve client service and advisory support.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
