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Job Title


Associate Wealth Advisor - Schwab Wealth Advisory


Company : Charles Schwab


Location : Boston, MA


Created : 2026-04-17


Job Type : Full Time


Job Description

Your opportunity At Schwab, youu2019re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us u201cchallenge the status quou201d and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwabu2019s Wealth Advisory team embodies our firmu2019s 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 Schwabu2019s 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 by 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 industryu2019s 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 + Bacheloru2019s Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Whatu2019s in it for you At Schwab, youu2019re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationu2014so you can build the skills to make a lasting impact. 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 u2013 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 insuranceWhatu2019s in it for you: At Schwab, weu2019re committed to empowering our employeesu2019 personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youu2019ll 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 u2013 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.