Associate Wealth Advisor, Schwab Wealth Advisory

Position Type: RegularYour opportunityAt 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 afee basednondiscretionaryinvestment advisory solution built on trust, personalized service, and Schwab's disciplined approach to investing. As anAssociate Wealth Advisoryou'llsupport 2–4 Wealth Advisors by servicing, deepening, andretainingvirtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.This role is ideal for someone who thrives in afast-movingrelationshipdrivenenvironment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, andlongtermrelationship success.Through our Wealth Management Institute, mentorship, and ongoing coaching,you'llbuild 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 haveRequired QualificationsPrioritization ManagementAbility to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensuretimelyaccurateservice delivery.Proactivity:Demonstratesinitiative byanticipatingneeds,identifyingnext steps early, and taking ownership to move work forward.CoachabilityActivelyseeks, 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 clientfacing 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 forbonusor incentive opportunities.What's in it for youAt 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance