Charles Schwab · 21 hours ago
Associate Wealth Advisor, Schwab Wealth Advisory
Charlotte, NC
Full-time
Hybrid
Entry Level
1+ years expCharles Schwab is a leading financial services firm that emphasizes a client-centric approach. As an Associate Wealth Advisor, you will support Wealth Advisors by managing client relationships and providing tailored financial planning and service solutions, while also receiving mentorship to advance your career in wealth management.
Financial Services
Responsibilities
Supporting 2-4 Wealth Advisors
Servicing, deepening, and retaining virtual client relationships
Providing customized financial planning
Addressing foundational portfolio needs
Resolving complex client service issues
Qualification
Required
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
Experience servicing high net worth clients
Bachelor's Degree
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
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