Associate Wealth Advisor: Client-Focused Planning

Charles Schwab; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Charlotte, NC is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering customized financial planning.

This role thrives in a fast-moving, relationship-driven environment and offers hands-on client experience, mentorship, and a clear path toward becoming a Wealth Advisor. On-site collaboration is emphasized with ongoing coaching and development.

Qualifications

• Prioritization and risk evaluation to guide client service delivery.
• Proactive problem solving to anticipate needs and drive progress.
• Actively seek and apply feedback to improve advisory support.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Maintain strong client communication to enhance advisor effectiveness and retention.

Skills

Prioritization management

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab in Charlotte, NC is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering customized financial planning.

This role thrives in a fast-moving, relationship-driven environment and offers hands-on client experience, mentorship, and a clear path toward becoming a Wealth Advisor. On-site collaboration is emphasized with ongoing coaching and development.