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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, and make an impact in the finance industry while providing exceptional client experiences. Lead a dedicated team in delivering personalized investment advisory services and mentoring junior members, all within a supportive and empowering culture.
Key Responsibilities
Provide clients with personal relationships, specialized service, and ongoing advice
Create and customize financial plans and portfolios for clients
Mentor junior team members
Collaborate with 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance