Future Wealth Advisor: Client-Centered, Mentored Growth

Charles Schwab; Lone Tree (CO); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Employee stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Lone Tree, CO, seeks an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships. You will provide customized financial planning, foundational portfolio support, and handle complex client service issues, building a strong foundation in wealth management.

You will receive mentorship from senior Wealth Advisors and participate in coaching and training to prepare for the next opportunity within Schwab Wealth Advisory, with

Qualifications

• Supports 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships.
• Provides customized financial planning and foundational portfolio support.
• Handles complex client service issues with a client-centric approach.

Responsibilities

• Support 2-4 Wealth Advisors by servicing, deepening, and retaining client relationships.
• Provide customized financial planning and foundational portfolio needs.

Job description

Charles Schwab in Lone Tree, CO, seeks an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships. You will provide customized financial planning, foundational portfolio support, and handle complex client service issues, building a strong foundation in wealth management.

You will receive mentorship from senior Wealth Advisors and participate in coaching and training to prepare for the next opportunity within Schwab Wealth Advisory, with