Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Jersey City, NJ
19 days ago
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you will provide exceptional, fee-based investment advisory services to clients. Leverage your experience to impact client portfolios and mentor junior team members within a supportive, innovative environment.
Key Responsibilities
Provide personalized investment advisory solutions to clients
Manage complex client portfolios
Mentor junior team members
Collaborate with industry-leading 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance