Sr Manager - Sr Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
San Diego, CA
6 days ago
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Job Description
As a Senior Manager, Wealth Advisor at Schwab, you'll have the opportunity to make an impact by crafting personalized wealth strategies for clients. You'll leverage a broad range of wealth management products to meet the unique needs of high-net-worth clients, all while working in a dynamic and supportive environment focused on your professional growth.
Key Responsibilities
Build comprehensive wealth strategies for clients
Develop and monitor Investment Policy Statements
Maintain and grow a practice of high-net worth clients
Collaborate with Schwab Branch business partners and financial planners
Required Qualifications
CWS® or CPWA designation required
CFP® or CFA designation required
Active and valid FINRA Series 7 license required
Active and valid FINRA Series 66 license required
Bachelor’s degree required
Five or more years advisory experience required
Preferred Qualifications
Seven or more years in the financial services industry working directly with clients highly preferred
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