Wealth Advisory Support Associate — Path to Advisor

Charles Schwab Corporation; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

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

This role thrives in a fast-moving, relationship-driven environment and offers a path to becoming a Wealth Advisor through mentorship and coaching. The position requires on-site work at the specified locations.

Qualifications

• Prioritization management to evaluate urgency, risk, and impact.
• Proactive mindset to anticipate needs and own next steps.
• Coachability: seeks feedback and adjusts communication.
• Adaptability to changing priorities in a virtual advisory environment.

Responsibilities

• Support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.
• Deliver customized financial planning support and address foundational portfolio needs.
• Contribute to client outcomes and advisor effectiveness in a fast-moving, relationship-driven environment.

Skills

Prioritization

Proactivity

Coachability

Adaptability

Education

Bachelor's degree or equivalent

Job description

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

This role thrives in a fast-moving, relationship-driven environment and offers a path to becoming a Wealth Advisor through mentorship and coaching. The position requires on-site work at the specified locations.