Associate Wealth Advisor: Client Growth & Planning

Charles Schwab Corporation; Radnor (Delaware County); On-site; USD 75,000 - 95,000; 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 helping deliver customized financial planning support and address foundational portfolio needs. This role emphasizes proactive communication, regulatory compliance, and client-focused service.

Ideal candidates will hold FINRA licenses, understand core investment products, and thrive in a fast-moving, relationship-driven

Qualifications

• Active FINRA Series 7
• Active FINRA Series 66 (within 120 days)
• Understands core investment products and markets
• Applies regulatory and client-facing fundamentals
• In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Assist in communication and coordination to ensure timely and accurate service delivery.
• Participate in ongoing coaching and mentorship programs to grow advisory skills.

Skills

Prioritization

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 helping deliver customized financial planning support and address foundational portfolio needs. This role emphasizes proactive communication, regulatory compliance, and client-focused service.

Ideal candidates will hold FINRA licenses, understand core investment products, and thrive in a fast-moving, relationship-driven