Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Bell, CA
10 days ago
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, and impact clients' lives by providing specialized, fee-based investment advisory services. Collaborate in a supportive team environment, mentor junior advisors, and leverage a wide range of investment products to help clients achieve their financial goals.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Mentor junior team members
Work collaboratively within a dedicated advisory team
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required
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 sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance