Associate Wealth Advisor, Schwab Wealth… at Charles Schwab · Bellevue

Summary: Charles Schwab is a leading financial services firm that emphasizes a client-centric approach. As an Associate Wealth Advisor, you will support Wealth Advisors by managing client relationships and providing customized financial planning and service solutions. Responsibilities: - Supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships - Leveraging client service and wealth management expertise by providing customized financial planning - Addressing foundational portfolio needs and complex client service issues - Building a strong foundation in wealth management - Receiving mentorship from top Wealth Advisors - Participating in professional development through coaching and ongoing training 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: Bonus or incentive opportunities