Associate Wealth Advisor, Schwab Wealth Advisory
Your Opportunity
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 afee based,non‑discretionaryinvestment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As anAssociate Wealth Advisor,you’llsupport 2–4 Wealth Advisors by servicing, deepening, andretainingvirtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.
This role is ideal for someone who thrives in afast-moving,relationship‑drivenenvironment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, andlong‑termrelationship success.
Throughour Wealth Management Institute, mentorship, and ongoing coaching,you’llbuild skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offersreal 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
- PrioritizationManagement:Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensuretimely,accurateservice delivery.
- Proactivity:Demonstratesinitiative byanticipatingneeds,identifyingnext steps early, and taking ownership to move work forward.
- Coachability:Activelyseeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
- Adaptability:Adjusts effectively to changing priorities, evolving client needs, andnew informationin a virtual advisory environment.
Additionalrequirements:
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (ability to obtain withina 120-daycondition 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.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
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.
- Proactivity: 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.
- Adaptability: 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.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.