Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Charles Schwab Corporation is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships. You will help deliver customized financial planning and address portfolio needs in a fast-paced, relationship-driven environment.

This role offers in-office collaboration with mentorship through Schwab’s Wealth Management Institute, aiming to develop client relationship management, asset allocation, and consultative communication

Qualifications

• Ability to evaluate urgency, risk, and impact while communicating clearly.
• Proactively identify next steps and own delivery.
• Actively seek, receive and apply feedback to improve service.
• Adapt to changing priorities in a virtual advisory environment.
• FINRA Series 7 and 66 licenses are required or obtainable.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent professional experience

FINRA Series 7

FINRA Series 66

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.

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

• 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