Associate Wealth Advisor - Schwab Wealth Advisory

Charles Schwab • Full-time • LONE TREE, CO, United States • 7h ago

Position Type: Regular

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications:

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
1-3 years of experience in the financial services industry

Preferred Qualifications:

Experience servicing high net worth clients
Bachelor’s Degree

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Unlock New Opportunities

Upload Your Resume and Get Discovered by Leading Employers

Create a Free Account

Related Jobs

Travel RN Acute Care BMT

UCHealth • Full-time • Aurora, CO, United States • 7h ago

Healthcare & Pharmaceutical

Description Location: UCHealth Anschutz Inpt Pavilion, US:CO:Aurora Department: 51 bed unit caring for patients with blood cancers who are receiving chemo/biotherapies and cellular therapies such as stem cells transplant...

7h ago

Apply

Float Pharmacy Technician - Aurora, CO

Optum • Full-time • AURORA, CO, United States • 12h ago

"A Day in the Life" video Opportunities with Genoa Healthcare. A career with Genoa Healthcare means you're part of a collaborative effort to serve behavioral health and addiction treatment communities. We do more than...

12h ago

Apply

Respiratory Therapist

UCHealth • Full-time • Highlands Ranch, CO, United States • 12h ago

Healthcare & Pharmaceutical

Description Location: UCHealth UCHlth Highlands Ranch Hosp, US:CO:Highlands Ranch Department: HRH RT FTE: Full Time, 0.9, 72.00 hours per pay period (2 weeks) Shift: Nights Pay: $31.61 - $47.41 / hour. Pay is dependent o...

12h ago

Apply

Art Therapist

UCHealth • Full-time • Aurora, CO, United States • 12h ago

Healthcare & Pharmaceutical

Description Location: UCHealth UCHlth Anschutz Inpt Pavilion, US:CO:Aurora Department: UCHA Care Management FTE: Full Time, 0.8, 64.00 hours per pay period (2 weeks) Shift: Days Pay: $27.61 - $41.41 / hour. Pay is depend...

12h ago

Apply

Respiratory Therapist

UCHealth • PRN • Aurora, CO, United States • 12h ago

Healthcare & Pharmaceutical

Description Location: UCHealth UCHlth Anschutz Inpt Pavilion, US:CO:Aurora Department: Respiratory Care Main FTE: PRN, 0.0, 0.00 hours per pay period (2 weeks) Shift: Flex Pay: $31.61 - $47.41 / hour. Pay is dependent on...

12h ago

Apply