Associate Wealth Advisor, Schwab Wealth Advisory

Job description

Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success. Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication.

This position offers real client experience and a direct pathway to becoming a Wealth Advisor. What you have

Required Qualifications

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.

Proactivity

Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.

Coachability

Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.

Adaptability

Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements

Active and valid FINRA Series 7 Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)

• Understands core investment products and markets
• Applies regulatory and client‑facing fundamentals Preferred Qualifications: Experience servicing client relationships in financial services
• Bachelor’s degree or equivalent professional experience What’s in it for you At Schwab, you’re empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance