Associate Wealth Advisor, Schwab Wealth Advisory

About the role

As an Associate Wealth Advisor at Schwab Wealth Advisory, you will support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships. You will also help deliver customized financial planning support and address foundational portfolio needs.

Responsibilities

• Evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
• Demonstrate initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
• Actively seek, receive, and apply feedback to continuously improve client service and advisory support.
• Adjust to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Requirements

• Prioritization Management: Ability to prioritize tasks effectively.
• Proactivity: Anticipate needs and take initiative.
• Coachability: Seek and apply feedback to improve performance.
• Adaptability: Adjust to virtual work environments.

Preferred Qualifications

• Experience servicing client relationships in financial services.
• Bachelor’s degree or equivalent professional experience.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off, volunteering, and 28-day sabbatical after every 5 years of service.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.