Associate Wealth Advisor: Client Relationships
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Charles Schwab Corporation is seeking an Associate Wealth Advisor in Chicago, Illinois, to support Wealth Advisors by servicing clients and delivering customized financial plans. Ideal candidates will thrive in a fast-paced environment, managing client relationships while enjoying growth opportunities within the Wealth Management Institute.
Required qualifications include active FINRA Series 7 and 66 certifications, along with strong prioritization and proactive skills in a virtual advisory environment. The position emphasizes in-office collaboration.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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