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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you empower clients through fee-based advisory solutions. You'll lead a dedicated team, providing personalized service and ongoing financial advice while mentoring junior members. This role offers a collaborative environment to deepen your expertise in wealth management.
Key Responsibilities
Provide clients with personal relationships, specialized service, and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience
Manage complex portfolios and help clients achieve their goals
Mentor junior SWA team members
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
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 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance