Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Orlando, FL
9 days ago
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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll empower clients with personalized investment advice and mentorship. Leverage your financial expertise and join a collaborative team dedicated to transforming the finance industry.
Key Responsibilities
Provide clients with a personal relationship and ongoing advice
Deliver an exceptional client experience as a fiduciary
Mentor junior SWA team members
Work with a variety of investment products to manage complex 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