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 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)
• Understanding of core investment products and markets

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 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