Advisor Support Associate

Charles Schwab; Orlando (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Charles Schwab in Orlando is seeking an Advisor Services Associate to help support independent advisory firms with essential tools and services. You will engage in a mix of inbound and outbound calls, handling account maintenance and client inquiries in a fast-paced service center.

The role emphasizes learning, problem solving, and building trust, with on-the-job training and a path to Series 7 and 63/66 licenses after the first 90 days.

Qualifications

• Minimum 1 year of customer service or building professional relationships—volunteer work, internships, school activities, or other meaningful experiences.
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
• Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality.
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations.
• Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources.

Responsibilities

• Support independent advisory firms with tools and services they need to succeed.
• Engage in a mix of inbound and outbound calls, assisting with account maintenance and essential tasks.
• Learn financial services topics on the job and discuss them with clients and advisors.

Skills

Customer service

Relationship building

Active listening

Deadline management

Problem solving

Education

Bachelor’s degree or equivalent work experience

Job description

Your opportunity

***This position will start 1/25/2027***

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first—our clients, our advisors, and each other. You’llsupport independent advisory firms with the tools and servicesthey need to succeed. Whether or notyou’veworked in finance before, your ability to learn, solve problems, and build trust will set you up for success.

In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment.You’llengage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business. Through on-the-job training,you’llgain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence.

You’llnavigate complex scenarios with resourcefulness, take ownership of outcomes, and adapt quickly as you grow.Ifyou’relooking for a place where learning is constant, your contributions matter, and your growth is supported, this may be the role for you.

What you have

Required Qualifications:

• Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Proven track record of following through on tasks, meeting deadlines, andmaintaininghigh standardsof work quality
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
• Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience
• Aptitude to learn new tools and concepts and apply them quickly
• Demonstrated ability to use technology confidently and support others in adopting digital tools
• Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
• You’ll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first90 days.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

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

Required Qualifications:

• Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Proven track record of following through on tasks, meeting deadlines, andmaintaininghigh standardsof work quality
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
• Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience
• Aptitude to learn new tools and concepts and apply them quickly