Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Bell, CA
21 days ago
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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor and empower clients through personalized investment solutions. You'll work collaboratively within a premier advisory team, enhancing client experiences while mentoring junior members. This role promises professional growth and the chance to make a significant impact in the finance industry.
Key Responsibilities
Provide personalized investment advisory solutions to clients
Work as a fiduciary within a dedicated team
Mentor junior team members
Customize financial plans and portfolios for clients
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