Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll provide personalized investment solutions and mentor junior team members. Leverage a comprehensive range of financial products to help clients achieve their goals while enhancing your expertise in a supportive culture.
Key Responsibilities
Provide clients with personalized investment advice
Manage complex portfolios
Mentor junior SWA team members
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