Wealth Management Associate

2 days ago


Lone Tree, Iowa, United States Charles Schwab Full time
Join Our Wealth Advisory Team

We are seeking a highly motivated and experienced Associate Wealth Advisor to join our Wealth Advisory team at Charles Schwab. As a key member of our team, you will be responsible for supporting our Wealth Advisors in servicing, deepening, and retaining their client relationships.

Key Responsibilities:
  • Provide exceptional client service and support to our Wealth Advisors
  • Develop and maintain strong relationships with clients to deepen and retain their business
  • Assist in the development and implementation of financial plans and investment strategies for clients
  • Collaborate with our Wealth Advisors to identify and pursue new business opportunities
Requirements:
  • Active and valid FINRA Series 7 and Series 66 licenses
  • 1-3 years of experience in the financial services industry
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer:
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health, dental, and vision insurance
  • A 401(k) plan with company match and employee stock purchase plan
  • Opportunities for professional development and career advancement

We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, we encourage you to apply.



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