Sr Specialist, Associate Wealth Advisor

2 weeks ago


Peoria, United States Charles Schwab Full time
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
  • CFP

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


  • Peoria, United States David Vaughan Investments LLC Full time

    Relationship Manager/ Wealth Advisor Peoria, IL & Winter Park, FL Who Are We David Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients best interests, and it is all...


  • Peoria, United States David Vaughan Investments, LLC Full time

    Relationship Manager/ Wealth AdvisorPeoria, IL & Winter Park, FLWho Are WeDavid Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all...


  • Peoria, United States David Vaughan Investments, LLC Full time

    Relationship Manager/ Wealth AdvisorPeoria, IL & Winter Park, FLWho Are WeDavid Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all...


  • Peoria, United States David Vaughan Investments, LLC Full time

    Relationship Manager/ Wealth AdvisorPeoria, IL & Winter Park, FLWho Are WeDavid Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all...


  • Peoria, United States Midas PEORIA 3714 Full time

    Job DescriptionJob DescriptionAt Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through ASE Certifications and/or years of automotive repair experience.We are looking for automotive service advisors to manage all service department activities of a...


  • Peoria, United States DiVentures Full time

    Customer Experience Specialist Role Profile At Diventures, we use our passion and the power of water to impact lives, change the world, and have fun doing it! The Customer Experience Specialist contributes to our mission by creating positive experiences for our customers, sharing product knowledge, providing gear and class recommendations, and facilitating...


  • Peoria, United States OSF HealthCare Full time

    Overview: **Starting pay for this position is $16.83/hour.** ***: The Surgical Cleaning Specialist ensures that surgery rooms are cleaned and prepared to the highest level of care for the safety of the patients served. Surgical Cleaning Specialists are responsible for the supply management and environmental care functions in surgical and procedural areas....


  • Peoria, United States OSF HealthCare Full time

    Overview: **Starting pay for this position is $16.83/hour.** **2nd shift is an additional $1.75/hour.** ***: The Surgical Cleaning Specialist ensures that surgery rooms are cleaned and prepared to the highest level of care for the safety of the patients served. Surgical Cleaning Specialists are responsible for the supply management and environmental care...


  • Peoria, United States OSF HealthCare Full time

    Overview Starting pay for this position is $17.14/hour. POSITION SUMMARY: The Anesthesia Support Specialist assists the anesthetist by performing various tasks, including the maintenance and monitoring of anesthesia equipment and machines, supply management, department cleaning, and preparation of the surgery room with equipment and supplies according to...


  • Peoria, United States OSF HealthCare Full time

    Overview Starting pay for this position is $17.14/hour. POSITION SUMMARY: The Anesthesia Support Specialist assists the anesthetist by performing various tasks, including the maintenance and monitoring of anesthesia equipment and machines, supply management, department cleaning, and preparation of the surgery room with equipment and supplies according to...


  • Peoria, United States OSF HealthCare Full time

    OverviewStarting pay for this position is $16.83/hour.2nd shift is an additional $1.75/hour.POSITION SUMMARY: The Surgical Cleaning Specialist ensures that surgery rooms are cleaned and prepared to the highest level of care for the safety of the patients served. Surgical Cleaning Specialists are responsible for the supply management and environmental care...


  • Peoria, United States Trillium Staffing Full time

    Medical office openings in Peoria, IL! Full benefits and PTO offered upon company hire! Competitive pay rates based on your level of experience! Explore a new employment opportunity with a company that offers career advancement! Trillium Staffing is hiring Medicaid Application Specialists. Application Specialists are responsible for the oversight and...


  • Peoria, Illinois, United States OSF HealthCare Full time

    Overview: Starting pay for this position is $16.83/hour. 2nd shift is an additional $1.75/hour.   POSITION SUMMARY: The Surgical Cleaning Specialist ensures that surgery rooms are cleaned and prepared to the highest level of care for the safety of the patients served. Surgical Cleaning Specialists are responsible for the supply management and...


  • Peoria, Illinois, United States OSF HealthCare Full time

    Overview: Starting pay for this position is $17.14/hour.   POSITION SUMMARY: The Anesthesia Support Specialist assists the anesthetist by performing various tasks, including the maintenance and monitoring of anesthesia equipment and machines, supply management, department cleaning, and preparation of the surgery room with equipment and supplies according...


  • Peoria, Illinois, United States OSF HealthCare Full time

    Overview: Starting pay for this position is $16.83/hour.   POSITION SUMMARY: The Surgical Cleaning Specialist ensures that surgery rooms are cleaned and prepared to the highest level of care for the safety of the patients served. Surgical Cleaning Specialists are responsible for the supply management and environmental care functions in surgical and...

  • Fitness Specialist

    4 days ago


    Peoria, United States Five Star Senior Living Full time

    Key Responsibilities Fitness Specialist *Part time * No nights, holidays or weekends required * 1:1 training & groups Help create a world in which the quality of life is ageless. Join a leading national provider of specialized rehabilitation therapy, fitness training, and wellness services - exclusively designed for older adults living in active senior...


  • Peoria, Illinois, United States OSF HealthCare Full time

    Overview: Expected pay for this position is $26.46 - $31.13/hour. Actual pay will be determined by experience, skills and internal equity.   POSITION SUMMARY:   ​The Vendor Service Specialist is responsible for facilitating seamless communication between our organization and its vendors, ensuring timely service delivery, documentation, issue...


  • Peoria, United States RideNow Powersports Full time

    **RideNow Powersports**, a subsidiary of **RumbleOn**, is seeking a highly organized and detail-oriented individual to join our team as an Accounts Payable Specialist! As part of our accounting team, you will play a crucial role in managing the company's payables and ensuring timely and accurate payments to vendors and suppliers. If you are experienced in...

  • Sales Manager>

    3 weeks ago


    Peoria, United States Ulta Beauty Full time

    Ulta Beauty - 9280 W Northern Ave [Department Supervisor] As a Sales Manager at Ulta Beauty, you'll: Have responsibility for all aspects of the retail business (with the exception of boutiques), including sales, service and operational excellence; Lead a high-performing team of Beauty Advisors; Plan and execute in-store events, and establish strong brand...


  • Peoria, United States Personal Mobility Full time

    Job DescriptionJob DescriptionCompensation 17.00 - 25.00 Hr.Automotive Mobility Technician Job SummaryOur automotive mobility dealership team is rapidly expanding, and we are currently looking for a new automotive technician to join our service center. The ideal candidate will be eager to diagnose, repair and install automotive mobility and standard...