Wealth Management Associate

4 weeks ago


Apopka, Florida, United States Charles Schwab Full time
Join Our Wealth Advisory Team

Schwarz is a leading financial services company that empowers its employees to make a positive impact on their careers. Our innovative approach to finance combines creative problem-solving with a client-centric approach, driving transformation in the industry.

Our Wealth Advisory team embodies our commitment to delivering exceptional client experiences. As a premier, fee-based, and non-discretionary investment advisory solution, we provide clients with personalized relationships, specialized service, and ongoing advice built on our approach to investing.

Key Responsibilities
  • Support 2-4 Wealth Advisors in servicing, deepening, and retaining virtual client relationships
  • Leverage client service and wealth management expertise to provide customized financial planning, foundational portfolio needs, and complex client service issues
  • Develop a strong foundation in wealth management and set yourself on the path to becoming a Wealth Advisor
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 Schwarz, we're 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.

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


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