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Career Schwab Icims ComFinancial Planning/Advice

Associate Wealth Advisor, Schwab Wealth Advisory

Phoenixonsitejunior

Posted 3 days ago · via Icims

About this role

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 Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Phoenix. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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