Wealth Advisory Associate: Mentorship & Client Impact
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-06-22
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab in Irvine is seeking an Associate Wealth Advisor to support Wealth Advisors by enhancing virtual client relationships. This role involves providing customized financial planning and addressing complex client-service issues, all while receiving mentorship from top industry professionals.
Ideal candidates will have 1-3 years of experience in financial services and hold required FINRA Series 7 and Series 66 licenses. The position offers a competitive benefits package and emphasizes in-office collaboration.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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