Associate Wealth Advisor: Mentored Path to Wealth Advisor

Charles Schwab; Westlake (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & sabbatical benefits

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Associate Wealth Advisor in Westlake, OH, to support 2–4 Wealth Advisors by servicing and deepening client relationships. You will provide customized financial planning, foundational portfolio needs, and handle complex client service issues to strengthen client outcomes.

You will receive mentorship, professional development, and growth opportunities within Schwab Wealth Advisory to advance toward a Wealth Advisor role.

Qualifications

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

Responsibilities

• Support 2–4 Wealth Advisors by servicing and deepening client relationships.
• Provide customized financial planning and portfolio needs support.
• Assist with complex client service issues and ongoing advice coordination.

Skills

FINRA Series 7

FINRA Series 66

Financial services experience

Education

Bachelor’s Degree

Job description

Charles Schwab is seeking an Associate Wealth Advisor in Westlake, OH, to support 2–4 Wealth Advisors by servicing and deepening client relationships. You will provide customized financial planning, foundational portfolio needs, and handle complex client service issues to strengthen client outcomes.

You will receive mentorship, professional development, and growth opportunities within Schwab Wealth Advisory to advance toward a Wealth Advisor role.