Associate Wealth Advisor — Hybrid, Growth Path

Charles Schwab; Campbell (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work model

Job summary

Charles Schwab Wealth Advisory is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering financial planning support.

Ideal candidates thrive in a fast-paced, relationship-driven environment. This role offers mentorship, ongoing coaching, and a path toward becoming a Wealth Advisor within Schwab's supportive, flexible hybrid model.

Qualifications

• Ability to evaluate urgency, risk, and impact while guiding clients and Wealth Advisors to ensure timely service delivery.
• Takes initiative by anticipating needs, identifying next steps, and driving work forward.
• Active in seeking feedback and applying it to improve client service and advisory support.
• Adapts effectively to changing priorities in a virtual advisory environment.

Responsibilities

• Support 2–4 Wealth Advisors by servicing and deepening client relationships.
• Deliver customized financial planning support and address portfolio needs.
• Assist with client onboarding and ongoing relationship management in a hybrid model.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Wealth Advisory is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering financial planning support.

Ideal candidates thrive in a fast-paced, relationship-driven environment. This role offers mentorship, ongoing coaching, and a path toward becoming a Wealth Advisor within Schwab's supportive, flexible hybrid model.