I had someone reach out to me from Schwab. Anyone have any details on an associate wealth advisor role? Thank you!

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You’d be working as an assistant to a wealth advisor, basically doing the time-consuming stuff (updating financial plans, putting in trades, onboarding new clients) since they get very busy. I believe total comp for your role would be 75-85k depending on location. I didn’t do that role, but I was a financial consultant in a branch, which means I was the one referring clients to the wealth advisor and their associate wealth advisor. My role was in-person, but yours and the wealth advisor’s would be virtual. Feel free to dm if you’ve got other questions

I worked there several years ago & this was my role, although back then it was called associate private consultant. It's a call center environment & you typically support 3-4 advisors. Schwab has a great benefits package & there's lots of opportunities to move around the company. But in typical call center environments, you're ties to the phone & measured by call center metrics. Advisors don't bonus you so negotiate your salary well up front. Company bonuses were inconsistent when I was there. Overall though Schwab is a great company.

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