Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Lone Tree (CO); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus opportunities

401(k) company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking an Associate Wealth Advisor in Colorado to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships and delivering customized financial planning.

You will help address complex client needs, advance foundational portfolio strategies, and gain mentorship with top advisors through ongoing training to prepare for the next opportunity within Schwab Wealth Advisory. This is an on-site role with strong collaboration across teams.

Qualifications

• Active and valid FINRA Series 7 certification.
• Active and valid FINRA Series 66 (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, deepening, and retaining their virtual client relationships.
• Provide customized financial planning and foundational portfolio needs.
• Resolve complex client service issues.

Skills

FINRA Series 7

FINRA Series 66

Financial services experience

Education

Bachelor's Degree

Job description

Position Type: Regular
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’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to 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 Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have

Required Qualifications:

• Active and valid FINRA Series 7

• Active and valid FINRA Series 66 (may be obtained with a 120-day COE)

• 1-3 years of experience in the financial services industry

Preferred Qualifications:

• Experience servicing high net worth clients

• Bachelor’s Degree

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 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 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