Aspiring Wealth Advisor: Client Support & Growth
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-06-29
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Charles Schwab Corporation is seeking an Associate Wealth Advisor in Stamford, Connecticut. This role offers an opportunity to support multiple Wealth Advisors by maintaining and developing client relationships while providing personalized financial planning services.
Ideal candidates will possess strong prioritization, adaptability, and proactivity skills and must have an active FINRA Series 7 and Series 66. Candidates will benefit from mentorship and a clear pathway to becoming a Wealth Advisor.
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