Associate Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Lynwood
Posted on: June 29, 2025
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Job Description:
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. We believe
in the importance of in-office collaboration and fully intend for
the selected candidate for this role to work on site in the
specified locations. 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 In addition to the salary range, this role is
also eligible for bonus or incentive opportunities. 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
Keywords: Charles Schwab, Glendora , Associate Wealth Advisor, Schwab Wealth Advisory, Accounting, Auditing , Lynwood, California
