Associate Wealth Advisor Mentored Path to Wealth Advisor

Charles Schwab

Irvine, CA

JOB DETAILS
SKILLS
Customer Relations, Financial Services, Mentoring, Wealth Management
LOCATION
Irvine, CA
POSTED
Today

Charles Schwab Corporation seeks an Associate Wealth Advisor in Irvine, California. In this role, you will support multiple Wealth Advisors, enhancing virtual client relationships while gaining expertise in wealth management.Successful candidates will have 1-3 years of financial services experience and relevant certifications. The position includes opportunities for mentorship and professional development within a client-centric advisory team.This role emphasizes in-office collaboration and provides potential for bonuses.#J-18808-Ljbffr

About the Company

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Charles Schwab

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Security and Surveillance
FOUNDED
1971
WEBSITE
http://www.aboutschwab.com/careers