About this role
Associate Wealth Advisor, Schwab Wealth Advisory at Your Opportunity. Location: Los Angeles, California, United States. Role: servicing clients, supporting advisors, delivering planning Requirements: Active Series 7 required, Series 66 required or obtainable within 120 days; understands investment products and markets; strong prioritization, proactivity, coachability, and adaptability; experience servicing client relationships preferred. Category: Finance Seniority: Entry Level Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English