Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Montebello, CA
21 days ago
Not specified
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Job Description
As a Senior Manager, Wealth Advisor at Schwab, you'll empower clients through personalized investment advisory services while collaborating with a dedicated team. With a commitment to professional development and a supportive culture, you'll thrive in an environment that values innovation and client relationships.
Key Responsibilities
Provide personalized investment advisory services
Work as a fiduciary to deliver exceptional client experiences
Mentor junior team members
Manage complex client portfolios
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