Join Schwab as a Senior Manager, Wealth Advisor, where you will have a direct impact on clients' lives by providing exceptional investment advice. Work within a collaborative team environment, utilizing a vast array of investment products to help clients manage complex portfolios and achieve their financial goals.
Key Responsibilities
Provide clients with personalized investment advice and service
Work as a fiduciary within a dedicated advisory team
Utilize a wide range of investment products
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 vacation, volunteering time, and 28-day sabbatical after five yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance