Associate Wealth Advisor, Schwab Wealth Advisory

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years of service

Paid parental leave

Job summary

Charles Schwab is seeking an Associate Wealth Advisor to support a small group of Wealth Advisors in servicing and deepening client relationships. The role emphasizes virtual client care, with mentorship and training to advance toward a Wealth Advisor role.

You will operate on-site in the Tampa area, collaborating with colleagues and leveraging Schwab's client-centric framework to provide tailored financial planning and portfolio support.

Qualifications

• FINRA Series 7 license (active/valid).
• FINRA Series 66 license (active/valid) or can be obtained within 120 days of 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.
• Address complex client service issues and coordinate with team to deliver superior client outcomes.

Skills

FINRA Series 7

FINRA Series 66

Wealth management 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