Charles Schwab
Overview
Associate Wealth Advisor, Schwab Wealth Advisory 1 day ago Be among the first 25 applicants 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 a 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. 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. Responsibilities and Requirements
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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 Tution reimbursement Health, dental, and vision insurance Seniorities and Employment
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Locations and Open Roles
Tampa, FL $143,905.00-$200,000.00 • 1 day ago Tampa, FL $67,611.00-$149,946.00 • 1 week ago St. Petersburg, FL $132,321.20-$204,740.00 • 6 minutes ago Other roles include Financial Advisor - Endowments and Foundations, Tampa, FL $100,000.00-$130,000.00 • 2 weeks ago Private Wealth Planner - CFP, JD, LLM, CPA, Tampa, FL $64,823.55-$110,590.00 • 6 minutes ago Head of Advisor Transitions | St. Petersburg, FL Asset Management - Private Wealth Alternatives, Client Advisor, Southeast Region, Tampa, FL $150,000.00-$1,000,000.00 • 2 days ago Financial Advisor (High-Volume Inbound Leads), Tampa, FL $75,000.00-$200,000.00 • 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Associate Wealth Advisor, Schwab Wealth Advisory 1 day ago Be among the first 25 applicants 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 a 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. 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. Responsibilities and Requirements
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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 Tution reimbursement Health, dental, and vision insurance Seniorities and Employment
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Locations and Open Roles
Tampa, FL $143,905.00-$200,000.00 • 1 day ago Tampa, FL $67,611.00-$149,946.00 • 1 week ago St. Petersburg, FL $132,321.20-$204,740.00 • 6 minutes ago Other roles include Financial Advisor - Endowments and Foundations, Tampa, FL $100,000.00-$130,000.00 • 2 weeks ago Private Wealth Planner - CFP, JD, LLM, CPA, Tampa, FL $64,823.55-$110,590.00 • 6 minutes ago Head of Advisor Transitions | St. Petersburg, FL Asset Management - Private Wealth Alternatives, Client Advisor, Southeast Region, Tampa, FL $150,000.00-$1,000,000.00 • 2 days ago Financial Advisor (High-Volume Inbound Leads), Tampa, FL $75,000.00-$200,000.00 • 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr