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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you'll empower clients with personalized financial advice and specialized service. Work collaboratively within a dedicated team to manage complex portfolios and mentor junior advisors, all while shaping the future of wealth management in a supportive and innovative environment.
Key Responsibilities
Provide personal relationships and specialized service to clients
Deliver exceptional client experiences as a fiduciary
Manage complex portfolios and help clients achieve their goals
Mentor junior team members
Collaborate with various partners and industry-leading advisors
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, volunteering, and sabbaticalsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance