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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, and make a significant impact on clients' financial journeys. Leverage your expertise in a collaborative environment to provide tailored investment advice and mentor junior team members, all while enjoying a supportive culture and competitive benefits.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Create and customize financial plans and portfolios for clients
Mentor junior SWA 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, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance