Associate Wealth Advisor, Schwab Wealth Advisory

About the role

Your opportunity at Schwab Wealth Advisory is to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships. You will help 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.

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, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
• Adjust effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Requirements

• 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.

Qualifications

• 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

Preferred Qualifications

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

Benefits

At Schwab, you’re eligible for a competitive benefits package including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off, volunteering time, 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