Associate Wealth Advisor: Hybrid & Growth Path

Charles Schwab; Campbell (CA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Associate Wealth Advisor based in Campbell, California, to support Wealth Advisors in servicing and deepening client relationships. This role involves managing client interactions and delivering tailored financial planning services.

Ideal candidates demonstrate strong prioritization and proactive skills, possess a valid FINRA Series 7 & 66, and have a background in financial services. Schwab offers a hybrid work environment and a robust benefits package that nurtures personal and professional growth.

Qualifications

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

Responsibilities

• Support 2–4 Wealth Advisors in servicing virtual client relationships.
• Deliver customized financial planning support.
• Maintain and deepen client relations.

Skills

Prioritization Management

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent professional experience

Job description

Charles Schwab is seeking an Associate Wealth Advisor based in Campbell, California, to support Wealth Advisors in servicing and deepening client relationships. This role involves managing client interactions and delivering tailored financial planning services.

Ideal candidates demonstrate strong prioritization and proactive skills, possess a valid FINRA Series 7 & 66, and have a background in financial services. Schwab offers a hybrid work environment and a robust benefits package that nurtures personal and professional growth.