Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Maywood, CA
21 days ago
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, and make a direct impact on clients' financial success. Enjoy working in a collaborative environment, using a wide range of investment products to help clients manage their portfolios while mentoring junior team members.
Key Responsibilities
Provide specialized service and ongoing advice to clients
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Manage complex portfolios and help clients achieve their goals
Mentor junior SWA 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