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Wealth Management Associate

1 month ago

Littleton, Colorado, United States Charles Schwab Full time
About the Role

As an Associate Wealth Advisor at Charles Schwab, you will play a key role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships. This is an exciting opportunity to leverage your client service and wealth management expertise to provide customized financial planning, foundational portfolio needs, and complex client service issues.

Responsibilities
  • Support 2-4 Wealth Advisors in servicing their client relationships
  • Provide customized financial planning and foundational portfolio needs
  • Address complex client service issues
  • Develop strong relationships with clients and Wealth Advisors
Requirements
  • 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
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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