Associate Wealth Advisor – Client Growth & Advisory Support

Charles Schwab; Phoenix (AZ); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

401(k) matching

Employee stock purchase plan

Health, dental, and vision insurance

Paid time off and sabbatical program

Job summary

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

This role thrives in a fast-moving, relationship-driven environment and offers in-office collaboration. The selected candidate will work on site at the Phoenix Peak location through 2026, with a planned transition to Scottsdale later.

Qualifications

• Active FINRA Series 7 license
• Active FINRA Series 66 license (ability to obtain within 120 days)
• Understands core investment products and markets
• Applies regulatory and client‑facing fundamentals

Responsibilities

• Support 2–4 Wealth Advisors by servicing client relationships.
• Deliver customized financial planning support and address portfolio needs.
• Deepen client relationships and retain virtual clients.
• Collaborate with teams to enhance client outcomes and advisor effectiveness.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent

Job description

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

This role thrives in a fast-moving, relationship-driven environment and offers in-office collaboration. The selected candidate will work on site at the Phoenix Peak location through 2026, with a planned transition to Scottsdale later.