About this role
Associate Wealth Advisor, Schwab Wealth Advisory at Your Opportunity. Location: Bellevue, Washington, United States. Role: servicing clients, deepening relationships, providing planning Requirements: Active Series 7 required; Series 66 required or obtainable within 120 days. Must understand investment products and markets, be proactive, coachable, and adaptable in virtual advisory support. Category: Finance Seniority: Entry Level Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English