Associate Wealth Advisor - Growth, Mentorship & Impact

Charles Schwab; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 2

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in San Diego is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships. You will provide customized financial planning, foundational portfolio needs, and complex client service, enhancing overall client engagement.

This role offers mentorship and professional development to prepare you for the next step toward becoming a Wealth Advisor, with emphasis on in-office collaboration and on-site work in designated

Qualifications

• Active FINRA Series 7 and Series 66 (may be obtained).
• 1–3 years of experience in the financial services industry.
• Bachelor's degree required or preferred.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining client relationships.
• Provide customized financial planning and portfolio needs; handle complex client service issues.
• Benefit from mentorship and development to prepare for the next opportunity as a Wealth Advisor.

Skills

FINRA Series 7

FINRA Series 66

Financial services experience

Education

Bachelor's Degree

Job description

Charles Schwab in San Diego is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships. You will provide customized financial planning, foundational portfolio needs, and complex client service, enhancing overall client engagement.

This role offers mentorship and professional development to prepare you for the next step toward becoming a Wealth Advisor, with emphasis on in-office collaboration and on-site work in designated