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Associate Wealth Advisor: Client Service & Growth Path

Charles Schwab

Charles Schwab Corporation is looking for an Associate Wealth Advisor to support Wealth Advisors and manage virtual client relationships. The ideal candidate will have strong skills in client service, proactive initiative, and adaptability in a dynamic environment. This role provides an opportunity for real client experience and a clear pathway to becoming a Wealth Advisor, emphasizing mentorship and ongoing training. Candidates must hold FINRA Series 7 and aim to obtain Series 66 within 120 days of employment. #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 2 days ago
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