Associate Wealth Advisor, Schwab Wealth Advisory
The Charles Schwab Corporation
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. 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 locations. 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 ensuretimely,accurateservice delivery.Proactivity:Demonstratesinitiative byanticipatingneeds,identifyingnext steps early, and taking ownership to move work forward.Coachability:Activelyseeks, 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, andnew informationin a virtual advisory environment.Additionalrequirements:Active and valid FINRA Series 7Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)Understands core investment products and marketsApplies regulatory and client‑facing fundamentalsPreferred Qualifications:Experience servicing client relationships in financial servicesBachelor’s degree or equivalent professional experienceIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.Job SummaryRequisition ID: Posted Date: 3 months ago(6/29/2026 3:21 PM)Category: Financial Planning/AdviceSalary Range: USD $88,000.00 - $121,000.00 / YearApplication deadline: 9/23/2026Position Type: Full timeVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor, Schwab Wealth Advisory in Villanova, PA vacancy
- ...Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact... ...finance industry together. Schwab Wealth Advisory is a fee based , non ‑ discretionary... ...disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors...SuggestedWork at office
Charles Schwab Careers
Radnor, PA2 days ago - ...Financial Corp. in King of Prussia, PA, invites applications for a Wealth Advisor Associate. You will support a team of Wealth Advisors, monitor... ...licensing. The role offers growth into client-facing advisory work within a collaborative wealth division. You will gain...Suggested
- Univest, through its Girard Wealth division in Souderton, seeks a Wealth Advisor Associate eager to deepen investment knowledge, earn securities licenses, and grow into a client-facing advisor. You will support portfolio monitoring, prepare client-ready materials, and...Suggested
- ...Join a team that values your ambition and empowers your growth. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. Advanced capability of all wealth, investment, and financial...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
Corient
Wayne, PA4 days ago $60k - $70k
Overview Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join our Souderton based team. This role built for an early-career professional who is eager to deepen their investment knowledge, earn required securities licensing, and grow into a...SuggestedTemporary work- Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to support a growing team in Souderton. You will learn investment management, financial planning, and client relationship processes while preparing client-ready materials and working with compliance...
- Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering financial planning and investment solutions to mass affluent clients. You will develop advisory skills, handle client discovery, needs-based recommendations, and...
- POSITION SUMMARY -Serve as the Wealth Advisor for clients within the Private Advisor program -Conduct regular client checkups and plan... ...experience in financial planning, wealth management, or a similar advisory role. -Series 65 (or equivalent) required. -Demonstrated...Work at office
- ...and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office... ...Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain...Work at officeLocal area
- Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments and guide client investments in line with current market trends. The role emphasizes advisory service, profitable sales, and staying compliant with FINRA/SEC rules. You will build relationships...
$77.39k - $127.14k
...provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust... ...through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior...Work at officeFlexible hoursBryn Mawr Trust
Berwyn, PA2 days ago$75k
...complexities with confidence through personalized wealth management, investment guidance, and... ...for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate... ..., mentoring, and development support to associate and support advisor roles Maintain records...Temporary workUnivest Financial Corporation
King of Prussia, PA4 days ago$120k - $175k
...Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all... ...Partners is one of the nation’s leading independent financial advisory firms. We serve high‑net‑worth individuals & their families,...Temporary workLocal areaFlexible hoursCerity Partners Management LLC
Drexel Hill, PA2 days ago- Corient in Wayne, Pennsylvania seeks a dedicated professional to support Wealth Advisors in delivering top-notch services to clients. The role involves preparing financial plans, mentoring others, and developing client relationships. The ideal candidate will have a Bachelor...
- Univest Financial Corp. seeks a Wealth Advisor in King of Prussia, PA to lead investment and financial planning services for high-net-worth clients. You will build lasting relationships, deliver tailored advice, and support business development through client meetings...
- Citizens Wealth Advisors are branch-based professionals who deliver personalized wealth management plans by conducting thorough client discoveries... .... The role emphasizes client interests, growth of a personal advisory book, and cross-functional teamwork across banking partners....
- Charles Schwab is hiring a Financial Consultant to help clients own their financial futures, combining planning with holistic guidance... ...existing book of Schwab clients, receive comprehensive training via Wealth Management University, and advance along a structured four‑level...
- Girard, backed by Univest Financial, seeks a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term...
- Girard, backed by Univest Financial Corporation, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver tailored investment guidance and financial planning. Lead client engagements, maintain relationships, and coordinate events to expand wallet share...
- Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work closely with the Business Development team to grow the client base and deliver tailored strategies. The role emphasizes building...
- Diversified, LLC in Wayne, PA seeks a Wealth Advisor within the Private Advisor program. You will onboard new clients over 4-6 weeks, maintain a portfolio of 80 transitioned plus new clients, and deliver comprehensive financial plans using eMoney and other tools. Responsibilities...
- ...seeking a Financial Representative in Wayne, PA. The role focuses on educating middle-income clients about financial security and wealth creation. Responsibilities include developing marketing plans, building community relationships, and conducting sales appointments....
- ...Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$111.44k - $183.08k
...locally managed and collaborative wealth management solutions,... ...broad array of planning and advisory services, investment management... ...timely execution of Investment Advisor trade orders. Remain current... ...limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg,...Work at officeFlexible hours$105k - $250k
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Citizens... ...individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s...Temporary workLocal areaFlexible hours- A prominent Wealth Management firm in Plymouth Meeting, PA is seeking an experienced Financial Advisor with a relationship-driven focus. The role requires strong experience and integrity, with responsibilities including managing relationships with ultra-high net-worth...
- A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should have over 5 years of experience, strong communication skills, and a passion for client success...
- TD Bank in Collegeville, PA is seeking a Financial Advisor for a three-year program with a forgivable draw, delivering financial planning guidance and investment management solutions to TD Wealth clients. The role serves as the central contact for client needs, aiming...
- ...excellent customer service to clients. The position supports bilingual Spanish-speaking customers and offers opportunities to deepen customer relationships through proactive sales, advisory conversations, and a strong knowledge of banking products. #J-18808-Ljbffr PNCWork at office
- A financial institution is seeking a Private Client Banker responsible for managing client relationships and offering customized financial solutions. Candidates should possess strong interpersonal skills and experience in sales. Key responsibilities include building a referral...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Advisor, Schwab Wealth Advisory. Be the first to apply!
