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Wealth Advisor Associate: Client-Focused

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor Associate: Client-Focused Growth

Charles Schwab is seeking an Associate Wealth Advisor in Stamford, Connecticut. This role involves supporting Wealth Advisors by enhancing virtual client relationships and providing financial planning support.

Ideal candidates will demonstrate strong prioritization, proactivity, and adaptability. Required licenses include FINRA Series 7 and 66. In addition to competitive salaries, Schwab offers bonuses, flexible work options, and comprehensive benefits.

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Position Requirements
10+ Years work experience
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