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Job Description
As a Senior Manager, Wealth Advisor at Schwab, you will empower clients through personalized investment advisory services while mentoring junior advisors. Join a collaborative team dedicated to transforming the finance industry and enhancing client relationships with a wide array of financial products.
Key Responsibilities
Join a dedicated Schwab Wealth Advisory team to deliver exceptional client experience
Use a vast array of investment products to help clients manage complex portfolios
Mentor junior SWA team members
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Preferred Qualifications
Five or more years working directly with clients in the financial services industry highly preferred
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance