Join Charles Schwab as a Senior Manager, Wealth Advisor, and make a difference in the finance industry. In this role, you'll provide personalized investment solutions, mentor junior team members, and help clients navigate their complex portfolios, all while being supported in a purpose-driven culture.
Key Responsibilities
Provide clients with personal relationships and specialized service
Offer ongoing advice based on Schwab’s investing approach
Mentor junior SWA team members
Help clients manage complex portfolios and achieve their goals
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience creating and customizing financial plans and portfolios
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 parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance