Associate Wealth Advisor, Schwab Wealth Advisory

About the role

As an Associate Wealth Advisor, you will support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while providing customized financial planning support and addressing 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 effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Requirements

• Prioritization Management
• Proactivity
• Coachability
• Adaptability

Qualifications

• Active and valid FINRA Series 7
• Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
• Understanding of core investment products and markets

Preferred Qualifications

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