Advisor Support Associate

accounts, transaction status, money movement, transfer of account, retirement services, and various other essential account maintenance components that help the advisor succeed in their day-to-day business. If you're looking to launch your career with a firm that will champion your development through passionate leaders, collaborative teams, and challenging, impactful work, this may be the role for you.

Note: This position has a start date of March 31, 2025.

What you have

Required Qualifications:

• Minimum 1 year customer service/relationship building experience (internships and collegiate activities will be considered)

Preferred Qualifications:

• Bachelor's degree or equivalent work experience

• Excellent operational and organizational skills with the ability to manage transactional work, self-direct, and quickly develop an understanding of our business and the financial services industry

• Strong interpersonal, verbal, and written communication skills with a desire to work in an inbound phone environment

• Aptitude and passion for working with technology and influencing our advisors in becoming a digital practice

• Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience

• Team orientation, enthusiasm, professionalism and strong work ethic

• Series 7 & 63/66 licenses are not required, but you will have the opportunity to enroll in our self-study program after your first 90 days of employment.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll 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 - 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