Associate Wealth Advisor - Schwab Wealth… at Charles Schwab · Jersey…

Summary: Charles Schwab is committed to transforming the finance industry through innovative thought and creative problem solving. The Associate Wealth Advisor will support Wealth Advisors by servicing and deepening virtual client relationships while providing customized financial planning and client service solutions. Responsibilities: - Supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships - Providing customized financial planning, foundational portfolio needs, and complex client service issues 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 Required Skills: FINRA Series 7, FINRA Series 66, Financial services industry experience Benefits: This role is also eligible for bonus or incentive opportunities.