Associate Wealth Advisor (Hybrid)

Charles Schwab; Westlake (TX); On-site; USD 88,000 - 121,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX is hiring an Associate Wealth Advisor to support 2-4 Wealth Advisors, service and deepen virtual client relationships, and deliver customized financial planning.

This role blends client engagement with portfolio basics, offering hands-on training through the Wealth Management Institute and mentorship, with on-site collaboration and growth toward becoming a Wealth Advisor.

Qualifications

• Active FINRA Series 7 license.
• Active FINRA Series 66 license (ability to obtain within 120 days).
• Understanding of core investment products and markets.
• Applies regulatory and client-facing fundamentals.

Responsibilities

• Support 2-4 Wealth Advisors by servicing and deepening virtual client relationships.
• Deliver customized financial planning support and address portfolio needs.
• Contribute to client confidence and advisor effectiveness through proactive communication.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor's degree or equivalent

Job description

Charles Schwab in Westlake, TX is hiring an Associate Wealth Advisor to support 2-4 Wealth Advisors, service and deepen virtual client relationships, and deliver customized financial planning.

This role blends client engagement with portfolio basics, offering hands-on training through the Wealth Management Institute and mentorship, with on-site collaboration and growth toward becoming a Wealth Advisor.