Associate Wealth Advisor PA
1 week ago
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
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
-
Financial Advisor
4 days ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany Description Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
-
Financial Advisor
6 days ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany Description Synergy Wealth Solutions is a financial advisory firm located in Overland Park, KS. Our firm is built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We are committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 6 days ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany Description Synergy Wealth Solutions is a financial advisory firm located in Overland Park, KS. Our firm is built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We are committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 7 days ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
-
Financial Advisor
1 week ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
-
Wealth Advisor
2 weeks ago
Overland Park, United States CommunityAmerica Credit Union Full timeSummary: As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future. Duties & Responsibilities: Analyze investment strategies and provide well-informed recommendations to our members. Achieve...
-
Transition Associate
Found in: beBee jobs US - 2 weeks ago
Overland Park, Kansas, United States CreativeOne Full timeThe Transition Associate is responsible for overseeing the mass transition of client accounts to CreativeOne Wealth's management once an advisor with a pre-existing book of business is onboarded.In addition to transitioning the advisor's client accounts, the Transition Associate will train the advisor and their staff on the use of CreativeOne Wealth's...
-
Wealth Management Clerk
18 hours ago
Overland Park, United States Adams Brown LLC Full timePosition SummaryAs a Wealth Management Clerk, you will play a crucial role in the operational success of our wealth management team. Your responsibilities will extend beyond scheduling to include comprehensive support that ensures our advisors can provide the best service to our clients.FLSA Status: NonexemptRequirementsRequired Experience and...
-
Wealth Management Intern
Found in: beBee S US - 1 week ago
Florham Park, United States UBS Part timeWealth Management Intern United States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293038BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We’re...
-
Wealth Management Intern
Found in: beBee jobs US - 1 week ago
Florham Park, New Jersey, United States UBS Full timeWealth Management InternUnited States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293038BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for an Intern to:• Keep management systems up-to-date with client...
-
New Opportunity
1 week ago
Winter Park, United States Trajan Wealth LLC Full timeJob DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor.Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service...
-
Wealth Management Intern
Found in: beBee S US - 1 week ago
Florham Park, United States UBS Part timeWealth Management Intern United States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293041BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We’re...
-
Financial Planner
6 days ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
Found in: Appcast Linkedin GBL C2 - 1 week ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
1 week ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
1 week ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Wealth Management Intern
Found in: beBee jobs US - 2 weeks ago
Florham Park, New Jersey, United States UBS Full timeWealth Management InternUnited States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293041BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for an Intern to:• Keep management systems up-to-date with client...
-
Investment Advisor Representative
2 weeks ago
Cedar Park, United States Rival Sourcing LLC Full timeJob Duties •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new client acquisition •Advise clients on their...
-
Wealth Management Client Associate
Found in: Talent US C2 - 3 weeks ago
Fairview Park, United States Bank of America Full timeDescription : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...
-
Market Trust Director
Found in: beBee jobs US - 3 days ago
Florham Park, New Jersey, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...