Associate Wealth Advisor - Schwab Wealth Advisory

Charles Schwab is a leader in the finance industry, committed to a client-centric approach through its Wealth Advisory team. As an Associate Wealth Advisor, you will support Wealth Advisors by managing client relationships and providing customized financial planning and services.

Responsibilities:

• Supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships
• Providing customized financial planning, foundational portfolio needs, and addressing complex client service issues