Associate Wealth Advisor - Client Relationships & Planning

Charles Schwab Corporation; Orlando (FL); On-site; USD 65,000 - 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. You will help deliver customized financial planning and address portfolio needs in a fast-paced, relationship-driven environment.

This role offers in-office collaboration with mentorship through Schwab’s Wealth Management Institute, aiming to develop client relationship management, asset allocation, and consultative communication

Qualifications

• Ability to evaluate urgency, risk, and impact while communicating clearly.
• Proactively identify next steps and own delivery.
• Actively seek, receive and apply feedback to improve service.
• Adapt to changing priorities in a virtual advisory environment.
• FINRA Series 7 and 66 licenses are required or obtainable.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent professional experience

FINRA Series 7

FINRA Series 66

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. You will help deliver customized financial planning and address portfolio needs in a fast-paced, relationship-driven environment.

This role offers in-office collaboration with mentorship through Schwab’s Wealth Management Institute, aiming to develop client relationship management, asset allocation, and consultative communication