Associate Wealth Advisor

2 days ago


Lone Tree, United States Charles Schwab Full time

Position Type:Your 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


  • Wealth Advisor

    5 months ago


    Lone Tree, United States The Charles Schwab Corporation Full time

    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. As a Wealth Advisor within Schwab Wealth Advisor Wealth Advisor, Advisor, Wealth, Banking, Client


  • Lone Tree, United States Charles Schwab Full time

    Position Type: Regular Your 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. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Lone Tree, 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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based,...


  • Lone Tree, United States Charles Schwab Full time

    Position Type: Regular Your 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. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • lone tree, 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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based,...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and transform the finance industry collaboratively. As a Team Leader in Advisor Services, you will provide direction, management, and overall team...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and transform the finance industry collaboratively. As a Team Leader in Advisor Services, you will provide guidance, management, and overall team...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, we empower you to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and transform the finance industry collaboratively. As a Team Leader in Advisor Services, you will provide guidance, management, and overall team supervision....

  • Director, Tax, Trust

    4 months ago


    Lone Tree, United States Charles Schwab Full time

    Position Type: Regular Your 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. Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This...


  • Lone Tree, United States Golden Roed Industries Full time

    Job DescriptionJob DescriptionABOUT THE COMPANYAt WD Wealth Strategies, we specialize in developing proprietary financial strategies for the accumulation and preservation of our client’s wealth through a multitude of strategies. Our founder, Will Duffy, began his journey over a decade ago when he set out to find one answer: How Money Really Works™. In...


  • Lone Tree, United States Charles Schwab Full time

    Your Opportunity Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is...


  • Lone Tree, 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. We are looking for a talented Associate, Database Operations Engineer to join our Advisor Services...


  • Lone Tree, United States Charles Schwab Full time

    Your Opportunity Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is...


  • lone tree, 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. We are looking for a talented Associate, Database Operations Engineer to join our Advisor Services...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the OpportunityCharles Schwab, a leading provider of custodial, operational, and trading support for independent fee-based investment advisors, is seeking a sales professional to join our team. Our heritage of serving advisors by bringing them the best of Schwab, our specialized expertise, and continued investment in their business is unparalleled.Your...

  • Relationship Manager

    2 weeks ago


    Lone Tree, Iowa, United States Charles Schwab Full time

    {"Job SummaryWe are seeking a skilled Relationship Manager to join our team at Charles Schwab. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our top-tier advisors, identifying opportunities to improve their profitability, and providing exceptional client service.Key Responsibilities* Develop...


  • Lone Tree, United States Warby Parker Full time

    Job Status: Part-Time Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. (At other brands, you might see similar roles called Sales Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a direct, immediate impact on the...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a talented Associate, Database Operations Engineer to join our Advisor Services Technology (AST) Organization at Charles Schwab. As a key member of our team, you will play a critical role in supporting the development and maintenance of our database platforms.Key ResponsibilitiesAssist the AST DBA Team with Operations support,...


  • Lone Tree, 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 Wealth and Asset Management Engineering (WAM Engineering) is part of the Schwab Technology Services...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Quantitative ALM and Market Risk Modeler to join our Asset Liability Management (ALM) team within our Corporate Treasury department. As a key member of this team, you will play a critical role in the overall interest rate risk management and strategic optimization of the balance sheet through the development and...