Associate Wealth Advisor, Schwab Wealth Adisory, Indianapolis

Associate Wealth Advisor, Schwab Wealth Adisory

New Yesterday

Position Type:

Regular

Your opportunity Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. At Schwab,

you’re

empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to

client

-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will

be responsible for

supporting

2-4

Wealth Advisors by servicing, deepening, and

retaining

their virtual client relationships. You will have the opportunity to

leverage

your client service and wealth management

expertise

providing

customized financial planning, foundational portfolio needs, and complex client service issues. This

role

will

provide

you

the opportunity to continue

to build a strong foundation in wealth

management and

sets you on the path to becoming a Wealth Advisor. You will receive mentorship

by some of the industry’s top Wealth Advisors

and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. What you have Required Qualifications

Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry

Preferred Qualifications

: Experience servicing high net worth clients Bachelor’s Degree

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our

Hybrid Work and Flexibility

approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive

benefits package

that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Apply

Location:: Indianapolis
Category:: Accounting & Finance

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