Wealth Advisory Associate: Client Services & Growth

Charles Schwab; Lone Tree (CO); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus opportunities

401(k) company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking an Associate Wealth Advisor in Colorado to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships and delivering customized financial planning.

You will help address complex client needs, advance foundational portfolio strategies, and gain mentorship with top advisors through ongoing training to prepare for the next opportunity within Schwab Wealth Advisory. This is an on-site role with strong collaboration across teams.

Qualifications

• Active and valid FINRA Series 7 certification.
• Active and valid FINRA Series 66 (may be obtained with a 120-day 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.
• Resolve complex client service issues.

Skills

FINRA Series 7

FINRA Series 66

Financial services experience

Education

Bachelor's Degree

Job description

Charles Schwab is seeking an Associate Wealth Advisor in Colorado to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships and delivering customized financial planning.

You will help address complex client needs, advance foundational portfolio strategies, and gain mentorship with top advisors through ongoing training to prepare for the next opportunity within Schwab Wealth Advisory. This is an on-site role with strong collaboration across teams.