Associate Wealth Advisor - Hybrid Growth Path & Benefits

Charles Schwab; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off/vacation and sabbatical

Paid parental leave and family‑benefit

Tuition reimbursement

Job summary

Charles Schwab is recruiting an Associate Wealth Advisor to support a team of 2–4 Wealth Advisors by servicing and deepening virtual client relationships. You will help deliver customized financial planning and address foundational portfolio needs, contributing to client confidence and adviser effectiveness.

This role emphasizes relationship-driven work, in-office collaboration, and ongoing coaching to grow into a Wealth Advisor path.

Qualifications

• Must manage priorities with clear communication to clients and Wealth Advisors.
• Demonstrates initiative by proactively addressing needs and next steps.
• Eagerness to receive and apply feedback for continual service improvement.
• Adapts effectively to changing priorities in a virtual advisory environment.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Contribute to client confidence, advisor effectiveness, and long-term relationship success.

Skills

Prioritization Management

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent professional experience

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab is recruiting an Associate Wealth Advisor to support a team of 2–4 Wealth Advisors by servicing and deepening virtual client relationships. You will help deliver customized financial planning and address foundational portfolio needs, contributing to client confidence and adviser effectiveness.

This role emphasizes relationship-driven work, in-office collaboration, and ongoing coaching to grow into a Wealth Advisor path.