Associate Wealth Advisor - Client-Focused Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-05-20
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation is looking for an Associate Wealth Advisor in Bellevue, WA. In this role, you'll support Wealth Advisors by servicing and retaining client relationships. This position offers the chance to build a strong foundation in wealth management and receive mentorship from top advisors.
Required qualifications include FINRA Series 7 and 66, with 1-3 years of financial services experience. The role emphasizes in-office collaboration, fostering client-centric solutions in a dynamic work environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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