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About the Role

As an Associate Wealth Advisor at Schwab Wealth Advisory, you will support Wealth Advisors by servicing, deepening, and retaining virtual client relationships. You will help 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. You will build skills in client relationship management, asset allocation, risk awareness, and consultative communication, offering real client experience and a direct pathway to becoming a Wealth Advisor.

Responsibilities

Service, deepen, and retain virtual client relationships.
Deliver customized financial planning support.
Address foundational portfolio needs.

Requirements

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.
Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.
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.
Experience servicing client relationships in financial services.
Bachelor’s degree or equivalent professional experience.

Skills

Prioritization Management
Proactivity
Coachability
Adaptability
Client relationship management
Asset allocation
Risk awareness
Consultative communication

Location

On-site

Work Type

Full-time

Experience Level

Associate

Education Level

Bachelor's degree or equivalent professional experience

Salary/Compensations

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

About the Company

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.