Sr Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
Charles Schwab
Los Angeles, CA
2 days ago
Not specified
Job Description
As a Senior Manager, Wealth Advisor at Schwab, you will provide exceptional investment advisory services, helping clients manage complex portfolios while mentoring a team. This role emphasizes collaboration and offers the opportunity to make a significant impact in clients' financial lives.
Key Responsibilities
Join a premier fee-based and non-discretionary investment advisory solution
Provide personalized service and ongoing investment advice to clients
Work as a fiduciary with a dedicated Schwab Wealth Advisory team
Mentor junior team members
Manage complex client portfolios and help achieve financial goals
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications
Five or more years working directly with clients in the financial services industry highly preferred
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance