Associate Wealth Advisor — Hybrid Growth & Mentorship Path

Charles Schwab; Stamford (CT); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing and deepening virtual client relationships while delivering customized financial planning. This role emphasizes building trust, portfolio strategy, and client satisfaction.

Ideal candidates hold FINRA licenses, have a Bachelor's degree or equivalent experience, and thrive in a fast-paced, relationship-driven environment. This position is on-site in Stamford, CT with hybrid flexibility in some cases.

Qualifications

• Strong communication and client service mindset.
• Ability to evaluate urgency, risk, and impact while communicating clearly to clients and Wealth Advisors.
• Proactive in anticipating needs and taking ownership to move work forward.
• Comfort operating in a virtual advisory environment and adapting to changing client needs.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Maintain regulatory compliance and professional standards in client interactions.
• Work in a fast-paced, relationship-driven environment to foster client outcomes and advisor effectiveness.

Skills

Prioritization Management

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent professional experience

Tools

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing and deepening virtual client relationships while delivering customized financial planning. This role emphasizes building trust, portfolio strategy, and client satisfaction.

Ideal candidates hold FINRA licenses, have a Bachelor's degree or equivalent experience, and thrive in a fast-paced, relationship-driven environment. This position is on-site in Stamford, CT with hybrid flexibility in some cases.