Wealth Strategist Jobot
Pasadena, CA6 days ago
- $150,000–$175,000 Per Year
Charles Schwab Careers
- Los Angeles, CA
- 6 days ago
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Skills
- Coachingunmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Customer Retention/Renewalunmatched
- Financial Planningunmatched
- Mentoringunmatched
- Wealth Managementunmatched
Description
Charles Schwab seeks an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.This on-site role offers mentorship, coaching, and growth through Schwab's Wealth Management Institute, focusing on client outcomes and relationship management.#J-18808-Ljbffr
Numbers & Facts
| Location | Los Angeles, CA |
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