Hybrid Wealth Advisor Associate

Charles Schwab; Scottsdale (AZ); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Paid vacation and volunteering

Sabbatical after 5 years

Tuition reimbursement

Parental leave and family benefits

Job summary

Charles Schwab seeks an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering personalized financial planning and portfolio guidance.

You’ll work in a fast-moving, relationship-driven environment, with in-office collaboration at our Phoenix Peak location (2423 E Lincoln Dr) through 2026 and a planned transition to Scottsdale (8701 E Hartford Dr) in Q1 2026, embracing a hybrid work model.

Qualifications

• Prioritization and timely service delivery to clients and Wealth Advisors.
• Proactive in identifying next steps and ownership.
• Coachability with responsiveness to feedback and guidance.
• Adaptable to changing priorities in a virtual advisory environment.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor's degree or equivalent

Job description

Charles Schwab seeks an Associate Wealth Advisor to support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering personalized financial planning and portfolio guidance.

You’ll work in a fast-moving, relationship-driven environment, with in-office collaboration at our Phoenix Peak location (2423 E Lincoln Dr) through 2026 and a planned transition to Scottsdale (8701 E Hartford Dr) in Q1 2026, embracing a hybrid work model.