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 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
• 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
• Application of regulatory and client-facing fundamentals

Bonus

This role is also eligible for bonus or incentive opportunities.

What's in it for you

• Competitive benefits package including a 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