Associate Wealth Advisor: Build Client Impact & Growth

Charles Schwab; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match and ESPP

Paid vacation and volunteering time

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships. You’ll help deliver customized financial planning and address foundational portfolio needs.

This role is ideal for a proactive, adaptable professional in a fast-moving, relationship-driven environment. On-site collaboration and ongoing coaching will build skills toward becoming a Wealth Advisor, with opportunities for growth in a hybrid work model.

Qualifications

• Prioritization: evaluate urgency, risk, and impact with clear communication to clients and Wealth Advisors.
• Proactivity: anticipate needs, identify next steps early, take ownership to move work forward.
• Coachability: actively seek/apply feedback to improve client service and advisory support.
• Adaptability: adjust to changing priorities and virtual advisory environments.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Develop skills in client relationship management, asset allocation, risk awareness, and consultative communication.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab seeks an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships. You’ll help deliver customized financial planning and address foundational portfolio needs.

This role is ideal for a proactive, adaptable professional in a fast-moving, relationship-driven environment. On-site collaboration and ongoing coaching will build skills toward becoming a Wealth Advisor, with opportunities for growth in a hybrid work model.