Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Bell, CA
21 days ago
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Job Description
Join Schwab Wealth Advisory as a Senior Manager, Wealth Advisor, where you'll leverage innovative strategies to transform client portfolios. This role offers the chance to mentor others while delivering exceptional financial advice and support.
Key Responsibilities
Provide specialized service and ongoing advice to clients
Utilize a vast array of investment products
Mentor junior team members
Help clients manage complex portfolios
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience in 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