Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Montebello, CA
9 days ago
Not mentioned
This Job Position Has Expired
This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
As a Senior Manager, Wealth Advisor at Schwab, you'll directly impact client lives by providing specialized investment advisory services. Join a collaborative team to manage complex portfolios and mentor junior advisors while helping clients achieve their financial goals.
Key Responsibilities
Provide clients with personal relationships and specialized service
Work as a fiduciary within a dedicated team
Deliver an exceptional client experience
Manage complex portfolios and achieve client goals
Mentor junior team members
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