Associate Wealth Advisor: Client Relationships & Planning

Charles Schwab Corporation; Westlake (TX); On-site; USD 72,000 - 110,000; Full time

Job summary

Charles Schwab Corporation, as Schwab Wealth Advisory, seeks 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 portfolio needs.

This role promotes growth through mentorship and coaching, with on-site work in the listed locations, and is ideal for someone who thrives in a fast‑moving, relationship‑driven environment.

Qualifications

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

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 relationship management and consultative communication in a virtual advisory environment.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab Corporation, as Schwab Wealth Advisory, seeks 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 portfolio needs.

This role promotes growth through mentorship and coaching, with on-site work in the listed locations, and is ideal for someone who thrives in a fast‑moving, relationship‑driven environment.