Associate Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Windermere
Posted on: October 25, 2024
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Job Description:
Position Type: RegularYour 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'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
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
Keywords: Charles Schwab, South Beach , Associate Wealth Advisor, Schwab Wealth Advisory, Other , Windermere, Florida
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