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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you'll empower clients with tailored financial advice and lead a collaborative team. This role offers opportunities for professional growth and the chance to make a significant impact in the finance industry.
Key Responsibilities
Provide personalized investment advisory solutions
Deliver exceptional client experiences as a fiduciary
Manage complex client portfolios
Mentor junior team members
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 license
Five or more years of advisory experience
Preferred Qualifications
Five or more years working directly with clients in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance