Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Huntington Park, CA
21 days ago
Not specified
This Job Position Has Expired
This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you'll make a significant impact on clients' financial journeys. You'll work in a collaborative environment, leveraging diverse investment products to help clients achieve their financial goals while mentoring a dedicated team.
Key Responsibilities
Provide personalized investment advisory services to clients
Create and customize financial plans and portfolios
Mentor junior team members
Collaborate with various partners and advisors
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