Associate Wealth Advisor – Client Support

First Roles; Roanoke (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off (vacation)

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

In-office collaboration culture

Job summary

Schwab Wealth Advisory 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 foundational portfolio needs in a fast-moving, relationship-driven environment.

This role offers mentorship and coaching through the Wealth Management Institute, with opportunities to grow toward becoming a Wealth Advisor.

Qualifications

• Prioritization and communication to ensure timely, accurate service delivery.
• Proactive ownership and initiative to move work forward in a virtual advisory environment.
• Willingness to learn and adapt in a fast-moving wealth management setting.

Responsibilities

• Support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Collaborate to improve client outcomes and advisor effectiveness through consultative communication.

Skills

Prioritization management

Proactivity

Coachability

Adaptability

Education

Bachelor's degree or equivalent professional experience

Tools

FINRA Series 7

FINRA Series 66

Job description

Schwab Wealth Advisory 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 foundational portfolio needs in a fast-moving, relationship-driven environment.

This role offers mentorship and coaching through the Wealth Management Institute, with opportunities to grow toward becoming a Wealth Advisor.