Associate Wealth Advisor, Schwab Wealth Advisory

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

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

What you have

Required Qualifications

• Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
• Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
• Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
• Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional Requirements

• Active and valid FINRA Series 7
• Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
• Understands core investment products and markets
• Applies regulatory and client‑facing fundamentals

Preferred Qualifications

• Experience servicing client relationships in financial services
• Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance