Growth-Oriented Wealth Advisory Associate

Charles Schwab Corporation; Tysons (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

Charles Schwab Corporation in Tysons, VA is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering customized financial planning.

The role emphasizes client outcomes, advisor effectiveness, and ongoing coaching through Schwab's Wealth Management Institute, with on-site collaboration and opportunities to progress toward wealth advisor credentials.

Qualifications

• Prioritization management: assess urgency, risk and impact and communicate status clearly.
• Proactivity: anticipates needs and advances work.
• Coachability: seeks and applies feedback to improve service.
• Adaptability: adjusts to changing priorities in a virtual advisory environment.
• Active FINRA Series 7 license.
• Active FINRA Series 66 license (within 120 days).
• Knowledge of core investment products and markets.
• Follows regulatory and client-facing fundamentals.

Responsibilities

• Support 2–4 Wealth Advisors by servicing and deepening virtual client relationships.
• Deliver customized financial planning support and address portfolio needs.
• Contribute to client confidence and advisor effectiveness through proactive communication.
• Collaborate through Wealth Management Institute and coaching programs to build advisory skills.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor’s degree

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab Corporation in Tysons, VA is seeking an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering customized financial planning.

The role emphasizes client outcomes, advisor effectiveness, and ongoing coaching through Schwab's Wealth Management Institute, with on-site collaboration and opportunities to progress toward wealth advisor credentials.