Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Maywood, CA
21 days ago
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Job Description
Join Charles Schwab as a Senior Manager in Wealth Advisory, where you'll empower clients with tailored investment solutions and mentor junior advisors. Embrace a supportive culture aimed at your professional development while making a positive impact in the finance industry.
Key Responsibilities
Provide personal relationships and specialized service to clients
Mentor junior team members
Utilize a vast array of investment products to 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