Launchpad to Wealth Advisor — Associate
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-06-28
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation in Campbell, California is seeking an Associate Wealth Advisor to support multiple Wealth Advisors. This role involves servicing client relationships, delivering customized financial planning, and enhancing communication skills in a dynamic environment.
The ideal candidate has a proactive attitude, relevant qualifications including FINRA Series 7 and 66, and a strong ability to adapt to evolving client needs. This position is designed to aid in your career growth within the wealth management sector.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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