Associate Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Orlando
Posted on: January 19, 2026
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Job Description:
Job Description Position Type: Regular Your opportunity 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 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 industry’s top Wealth Advisors and professional
development through coaching and ongoing training to prepare you
for the next opportunity in Schwab Wealth Advisory. 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
locations. 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, you’re empowered to
shape your future. We champion your growth through meaningful work,
continuous learning, and a culture of trust and collaboration—so
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 – 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
Keywords: Charles Schwab, Titusville , Associate Wealth Advisor, Schwab Wealth Advisory, Accounting, Auditing , Orlando, Florida
