Associate Wealth Advisor: Mentored Path to Advisory Mastery

Charles Schwab; Lone Tree (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time

Sabbatical after 5 years of service

Paid parental leave and family leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Lone Tree, CO is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening and retaining their virtual client relationships. You will leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a

Qualifications

• Active FINRA Series 7 license.
• Active FINRA Series 66 license (may be obtained with a 120-day COE).
• 1–3 years of experience in the financial services industry.

Responsibilities

• Support 2-4 Wealth Advisors by servicing and retaining their client relationships.
• Provide customized financial planning and foundational portfolio needs.
• Address complex client service issues for clients.

Skills

FINRA Series 7

FINRA Series 66

Wealth management

Client service

Education

Bachelor's degree

Job description

Charles Schwab in Lone Tree, CO is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening and retaining their virtual client relationships. You will leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a