Associate Wealth Advisor, Schwab Wealth Advisory

4 weeks ago


Phoenix, 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:

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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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

  • Phoenix, United States Charles Schwab Full time

    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’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...


  • Phoenix, 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...


  • Phoenix, United States Charles Schwab Full time

    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’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory...


  • Phoenix, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thoughtmeets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Phoenix, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thoughtmeets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Phoenix, Arizona, United States Charles Schwab Full time

    Transform Your Career in Wealth AdvisoryAt Charles Schwab, we empower professionals to make a lasting impact on their careers. Our collaborative and innovative work environment fosters creative problem-solving and transformative growth. As an Associate Wealth Advisor, you'll join a premier fee-based investment advisory solution that prioritizes...


  • Phoenix, United States Versant Capital Management, Inc. Full time

    Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?At Versant, Senior Wealth Associates are pivotal in delivering...


  • Phoenix, United States Versant Capital Management, Inc. Full time

    Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?At Versant, Senior Wealth Associates are pivotal in delivering...


  • Phoenix, Arizona, United States Glades Talent Full time

    Join Our TeamWe are seeking a highly motivated Wealth Management Consultant to join our team at Glades Talent. As a Wealth Management Consultant, you will be responsible for helping individuals and families achieve their long-term financial goals through comprehensive wealth management strategies and income plans.Why Choose Us:We offer uncapped earning...


  • Phoenix, 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. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR)...


  • Phoenix, Arizona, United States Glades Talent Full time

    Expert Advisor WantedWe are seeking an experienced Investment Advisory Services Professional to join our team at Glades Talent. As an Investment Advisory Services Professional, you will be responsible for helping individuals and families achieve their long-term financial goals through comprehensive wealth management strategies and income plans.About the...


  • Phoenix, Arizona, United States Jobot Full time

    Wealth Management Firm in Phoenix Seeks Experienced Tax AssociateThis Jobot Job is hosted by Dan Asher.A highly respected Top-ranked Wealth Management Firm in Phoenix is looking to hire an Experienced Tax Associate. Our company has maintained continuous growth in the number of client families we serve over 12+ years, with a goal to help families by...


  • phoenix, United States Versant Capital Management, Inc. Full time

    Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?At Versant, Senior Wealth Associates are pivotal in delivering...


  • Phoenix, Arizona, United States Glades Talent Full time

    About Glades TalentWe provide personalized wealth management solutions to individuals and families. Our team of experienced Financial Advisors is dedicated to delivering exceptional service and guidance.Earning Potential: Our Financial Advisors can earn up to $120,000 annually, depending on their performance and dedication to client satisfaction.Job...


  • Phoenix, Arizona, United States Goldman Sachs Full time

    Company OverviewAt Goldman Sachs, we empower clients and customers to achieve their financial goals. Our Consumer and Investment Management Division (CIMD) provides asset management, wealth management, and banking expertise to individuals and institutions worldwide.


  • Phoenix, Arizona, United States Charles Schwab Full time

    Schwab Fixed Income OpportunitiesThe Charles Schwab Corporation is seeking a skilled Advisor Bond Specialist to join our team. In this role, you will be responsible for developing and deepening relationships with our advisors within a specified region. Our specialists work closely with our advisors, providing guidance across their bond portfolios and fixed...


  • Phoenix, Arizona, United States Charles Schwab Full time

    We're looking for a skilled Bond Portfolio Expert to join our team at Charles Schwab.The Bond Portfolio Expert role is a strategic opportunity to drive growth, innovation, and partnerships in Fixed Income at Charles Schwab. Our team plays a key role in driving asset growth for both our Advisor and Retail channels, with over $145 billion in Fixed Income...


  • Phoenix, Arizona, United States Charles Schwab Full time

    At Charles Schwab, we're seeking a highly skilled Fixed Income Strategist to join our team.The Fixed Income Strategist role is a strategic opportunity to drive growth, innovation, and partnerships in Fixed Income at Charles Schwab. With over $145 billion in Fixed Income assets, an industry-leading product platform, and a large team of sales & service...

  • Tax Associate

    2 months ago


    Phoenix, United States Jobot Full time

    Job DescriptionJob Description#1 Wealth Management Firm in Phoenix Hiring Experienced Tax Associate. Hybrid Schedule, 4 weeks PTO!This Jobot Job is hosted by: Dan AsherAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $75,000 - $120,000 per yearA bit about us:Top-ranked Wealth Management Firm in Phoenix...


  • Phoenix, United States TEKsystems Full time

    Job DescriptionJob DescriptionDescriptionThe Job/What You’ll Do: The Advisor Services Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients' investment and financial planning needs. The Service Specialist also provides...