Associate Wealth Advisor, Schwab Wealth Adisory

New Yesterday

Position Type: RegularYour opportunity
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect. 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’reempowered 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 toclient-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 willbe responsible forsupporting2-4Wealth Advisors by servicing, deepening, andretainingtheir virtual client relationships. You will have the opportunity toleverageyour client service and wealth managementexpertisebyprovidingcustomized financial planning, foundational portfolio needs, and complex client service issues. Thisrolewillprovideyouthe opportunity to continueto build a strong foundation in wealthmanagement andsets you on the path to becoming a Wealth Advisor. You will receive mentorshipby some of the industry’s top Wealth Advisorsand 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. OurHybrid Work and Flexibilityapproach 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 competitivebenefits packagethat 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
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Location:
INDIANAPOLIS, IN

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