Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Orlando, FL
2 days ago
Not specified
Job Description
As a Senior Manager, Wealth Advisor at Schwab Wealth Advisory, you'll provide specialized, fiduciary investment advice to clients, leveraging your expertise to enhance their financial portfolios. Join a supportive team that values personal growth and client relationships in a dynamic finance environment.
Key Responsibilities
Provide clients with personalized investment advice
Collaborate with Schwab Wealth Advisory team to enhance client experience
Mentor junior team members
Use a variety of investment products to manage complex client portfolios
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