Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Corporation; Radnor (Delaware County); On-site; USD 75,000 - 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 while helping deliver customized financial planning support and address foundational portfolio needs. This role emphasizes proactive communication, regulatory compliance, and client-focused service.

Ideal candidates will hold FINRA licenses, understand core investment products, and thrive in a fast-moving, relationship-driven

Qualifications

• Active FINRA Series 7
• Active FINRA Series 66 (within 120 days)
• Understands core investment products and markets
• Applies regulatory and client-facing fundamentals
• In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Assist in communication and coordination to ensure timely and accurate service delivery.
• Participate in ongoing coaching and mentorship programs to grow advisory skills.

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 afee based,non-discretionaryinvestment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As anAssociate Wealth Advisor,you’llsupport 2-4 Wealth Advisors by servicing, deepening, andretainingvirtual 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, andlong-termrelationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching,you’llbuild 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 ensuretimely,accurateservice delivery.

• Proactivity:Demonstratesinitiative byanticipatingneeds,identifyingnext steps early, and taking ownership to move work forward.

• Coachability:Activelyseeks, 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, andnew informationin a virtual advisory environment.

Additionalrequirements:

• 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

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