Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Glendale, AZ
9 days ago
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you will empower clients through personalized investment strategies and exceptional advisory services. Collaborate with a dedicated team, mentor junior members, and deepen industry relationships while making a meaningful impact in wealth management.
Key Responsibilities
Provide personalized investment advisory services
Manage complex client portfolios
Mentor junior team members
Collaborate within a dedicated advisory team
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