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Associate Wealth Advisor: Client Service & Growth Path
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-06-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-30
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Charles Schwab Corporation is looking for an Associate Wealth Advisor to support Wealth Advisors and manage virtual client relationships. The ideal candidate will have strong skills in client service, proactive initiative, and adaptability in a dynamic environment.
This role provides an opportunity for real client experience and a clear pathway to becoming a Wealth Advisor, emphasizing mentorship and ongoing training. Candidates must hold FINRA Series 7 and aim to obtain Series 66 within 120 days of employment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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