Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Los Angeles, CA
21 days ago
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor and make a direct impact on client relationships through exceptional advisory services. Work in a collaborative environment with opportunities for professional growth while helping clients achieve their financial goals.
Key Responsibilities
Provide personalized investment advisory services to clients
Manage complex client portfolios
Mentor junior team members
Collaborate with various partners and 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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance