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Associate Wealth Advisor — Path to Wealth Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-30
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab in Chicago seeks an Associate Wealth Advisor to support Wealth Advisors by servicing client relationships, delivering financial planning assistance, and enhancing portfolio needs. Candidates should thrive in a dynamic environment and demonstrate adaptability and initiative.
Applicants must possess FINRA Series 7 and Series 66 credentials. The role offers professional growth through mentorship alongside competitive benefits including a 401(k) plan, paid time off, and tuition reimbursement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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