Associate Wealth Advisor: Client Growth & Planning (Hybrid)

Charles Schwab

Radnor (Delaware County)

On-site

USD 70,000 - 110,000

Full time

4 days ago

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Benefits offered by this job

Hybrid Work Model

Competitive Benefits

Job summary

Charles Schwab is hiring 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 suits someone who thrives in a fast-moving, relationship-driven environment and takes ownership of client outcomes and growth.

The position offers in-office collaboration with hybrid work options and a strong benefits package.

Qualifications

Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

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 confidence and advisor effectiveness through proactive communication.