Associate Wealth Advisor: Build Client Wealth

Charles Schwab; Tysons (VA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and volunteering

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Tysons, VA is hiring an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing and retaining virtual client relationships while delivering customized financial planning and addressing core portfolio needs.

The role thrives in a fast-paced, relationship-driven environment, offering mentorship, ongoing coaching, and a clear path toward becoming a Wealth Advisor within Schwab Wealth Advisory, with on-site collaboration and hybrid flexibility.

Qualifications

• Active FINRA Series 7 required.
• FINRA Series 66 required or ability to obtain within 120 days of employment.
• Understands core investment products and markets.
• Applies regulatory and client‑facing fundamentals.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Contribute to client relationship management and consultative communication.

Skills

Prioritization management

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab in Tysons, VA is hiring an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing and retaining virtual client relationships while delivering customized financial planning and addressing core portfolio needs.

The role thrives in a fast-paced, relationship-driven environment, offering mentorship, ongoing coaching, and a clear path toward becoming a Wealth Advisor within Schwab Wealth Advisory, with on-site collaboration and hybrid flexibility.