Associate Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Lone Tree (CO); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Employee stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Lone Tree, CO, seeks an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships. You will provide customized financial planning, foundational portfolio support, and handle complex client service issues, building a strong foundation in wealth management.

You will receive mentorship from senior Wealth Advisors and participate in coaching and training to prepare for the next opportunity within Schwab Wealth Advisory, with

Qualifications

• Supports 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships.
• Provides customized financial planning and foundational portfolio support.
• Handles complex client service issues with a client-centric approach.

Responsibilities

• Support 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships.
• Provide customized financial planning and foundational portfolio needs.

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.

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 location.

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.
What you have

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

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