As a Senior Manager, Wealth Advisor at Schwab, you'll lead a dedicated team providing personalized investment solutions, directly impacting client success. Join a collaborative environment focused on innovative problem-solving and mentorship opportunities.
Key Responsibilities
Provide personalized investment advisory solutions to clients
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Mentor junior team members
Customize financial plans and portfolios for clients
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained within 120 days)
Active and valid FINRA Series 66 license required
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance