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Job Description
Join Schwab as a Senior Manager, Wealth Advisor and make a direct impact on clients' lives by providing tailored investment advice. Work in a collaborative team environment while mentoring junior advisors and enhancing your wealth management expertise.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Mentor junior team members
Manage complex client portfolios
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance