Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 2

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in San Diego is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships. You will provide customized financial planning, foundational portfolio needs, and complex client service, enhancing overall client engagement.

This role offers mentorship and professional development to prepare you for the next step toward becoming a Wealth Advisor, with emphasis on in-office collaboration and on-site work in designated

Qualifications

• Active FINRA Series 7 and Series 66 (may be obtained).
• 1–3 years of experience in the financial services industry.
• Bachelor's degree required or preferred.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining client relationships.
• Provide customized financial planning and portfolio needs; handle complex client service issues.
• Benefit from mentorship and development to prepare for the next opportunity as a Wealth Advisor.

Skills

FINRA Series 7

FINRA Series 66

Financial services experience

Education

Bachelor's Degree

Job description

Position Type: Regular
Your opportunity

At Schwab, youere 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.

Schwabs Wealth Advisory team embodies our firms 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 Schwabs 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 industrys 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

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
• Bachelors Degree

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

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.

Whats in it for you

At Schwab, youre 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