Associate Wealth Advisor: Client Growth & Mentorship

Charles Schwab Corporation; Campbell (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation 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 support and addressing foundational portfolio needs. This role suits someone who thrives in a fast-moving, relationship-driven environment and aims to grow into a Wealth Advisor.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you will build client relationship

Qualifications

• Active and valid FINRA Series 7
• Active FINRA Series 66 (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 and addressing inquiries.
• Deliver customized financial planning support and address foundational portfolio needs.
• Engage in virtual client interactions to deepen and retain relationships.
• Collaborate on investment strategies and client communications.

Skills

Prioritization Management

Proactivity

Coachability

Adaptability

Education

Bachelor's degree or equivalent

Job description

Charles Schwab Corporation 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 support and addressing foundational portfolio needs. This role suits someone who thrives in a fast-moving, relationship-driven environment and aims to grow into a Wealth Advisor.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you will build client relationship