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Wealth Stock Jobs (NOW HIRING)

Advanced understanding of a wide range of subject matters including income taxation, stock options ... Various Wealth Strategy stochastic models and planning software such as WealthMaster. Desired ...

New

Advanced understanding of a wide range of subject matters including income taxation, stock options ... Various Wealth Strategy stochastic models and planning software such as WealthMaster. Desired ...

Advanced understanding of a wide range of subject matters including income taxation, stock options ... Various Wealth Strategy stochastic models and planning software such as WealthMaster. Desired ...

Wealth Strategist

Houston, TX · On-site

$125K - $200K/yr

Estate planning and wealth transfer techniques * Trust structures and trust optimization ... Executive compensation and concentrated stock strategies * Communicate sophisticated planning ...

Advanced understanding of a wide range of subject matters including income taxation, stock options ... Various Wealth Strategy stochastic models and planning software such as WealthMaster. Desired ...

Advanced understanding of a wide range of subject matters including income taxation, stock options ... Various Wealth Strategy stochastic models and planning software such as WealthMaster. Desired ...

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Wealth Stock information

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$10

$16

$19

How much do wealth stock jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for wealth stock in the United States is $16.06, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $18.27 per hour, depending on experience, location, and employer.

What is the difference between Wealth Stock vs Financial Advisor?

AspectWealth StockFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial firms, investment platforms, onlineBanks, advisory firms, independent practices
Industry UsageFocuses on investment products, portfolio managementProvides comprehensive financial planning and advice

Wealth Stock primarily refers to investment platforms or tools for managing stocks and portfolios, often emphasizing online or digital investment services. Financial Advisors, on the other hand, offer personalized financial planning, including investments, retirement, and estate planning. While both roles involve investment knowledge, Wealth Stock is more about digital investment management, whereas Financial Advisors provide tailored advice and holistic financial services.

More about Wealth Stock jobs

What cities are hiring for Wealth Stock jobs?

Cities with the most Wealth Stock job openings:

What states have the most Wealth Stock jobs?

States with the most job openings for Wealth Stock jobs include:

Infographic showing various Wealth Stock job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 75% Physical, 1% Hybrid, and 24% Remote job distribution, with an average salary of $33,401 per year, or $16.1 per hour.

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab

Walnut Creek, CA

$101K - $113K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 26 days ago


Job description

Position Type: Regular
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. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.
Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

  • Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
  • Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
  • Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
  • Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
  • Understands core investment products and markets
  • Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

  • Experience servicing client relationships in financial services
  • Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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