Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Walnut Creek (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

28-day sabbatical after 5 years of service

Job summary

Charles Schwab in Walnut Creek, California, is looking for an Associate Wealth Advisor to support Wealth Advisors by managing and deepening virtual client relationships. This role focuses on delivering customized financial planning support and offers the opportunity for real client experience.

We champion growth through education and collaboration, with a hybrid work approach that balances flexibility with in-office collaboration. Applicants should possess FINRA Series 7 and Series 66 certifications and demonstrate strong prioritization and adaptability.

Qualifications

• Active and valid FINRA Series 7 required.
• Active and valid FINRA Series 66 required (must obtain within 120 days).
• Understanding of core investment products and markets desired.

Responsibilities

• Support 2–4 Wealth Advisors by servicing client relationships.
• Deliver customized financial planning support.
• Help deepen and retain virtual client relationships.

Skills

Prioritization Management

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree or equivalent professional experience

Tools

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

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 Hybrid Work and Flexibility 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 benefits package 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