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 Wealth Advisory is a

fee based

non

discretionary

investment advisory solution built on trust, personalized service, and Schwab's disciplined approach to investing. As an

you'll

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 role is ideal for someone who thrives in a

fast-moving

relationship

driven

environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and

long

term

relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching,

you'll

build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

• Prioritization Management

  Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure

  timely

  accurate

  service delivery.

• Proactivit

  y:

  Demonstrates

  initiative by

  anticipating

  needs,

  identifying

  next steps early, and taking ownership to move work forward.

• Coachability

  Actively

  seeks

  , receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.

• Adaptabilit

  y:

  Adjusts effectively to changing priorities, evolving client needs, and

  new information

  in a virtual advisory environment.

Additional

requirements:

• Active and valid FINRA Series 7

• Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)

• Understands core investment products and markets

• Applies regulatory and client

  facing fundamentals

Preferred Qualifications:

• Experience servicing client relationships in financial services

• Bachelor's degree or equivalent professional experience

In addition to the salary range, this role is also eligible for

bonus

or incentive opportunities.