Charles Schwab · 12 hours ago
Advisor Support Associate
Orlando, FL, US
Full-time
Onsite
Entry Level
$25/hr - $27.40/hr
1+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact on their careers. The Advisor Support Associate role involves supporting independent advisory firms by providing exceptional client service and maintaining essential account operations in a dynamic service center environment.
Financial Services
Responsibilities
Support independent advisory firms with the tools and services they need to succeed
Engage in a mix of inbound and outbound calls
Support advisors with essential account maintenance
Help advisors succeed in their day-to-day business
Gain deep knowledge of financial services
Discuss topics like new accounts, transaction status, money movement, and retirement services
Navigate complex scenarios with resourcefulness
Take ownership of outcomes
Adapt quickly as you grow
Qualification
Required
Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality
Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources
Preferred
Bachelor's degree or equivalent work experience
Aptitude to learn new tools and concepts and apply them quickly
Demonstrated ability to use technology confidently and support others in adopting digital tools
Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
You'll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first 90 days
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Company data provided by crunchbase