This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab Wealth Advisory as a Senior Manager, Wealth Advisor, where you will provide clients with personalized investment advice while mentoring junior team members. Leverage a wide range of financial products to help clients navigate complex portfolios and achieve their financial goals.
Key Responsibilities
Provide clients with personal relationship and specialized service
Offer ongoing advice based on Schwab’s investing approach
Mentor junior 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 leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance