Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Glendale, CA
10 days ago
Not specified
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Job Description
As a Senior Manager, Wealth Advisor at Schwab, you will join a premier investment advisory solution, helping clients manage complex portfolios and achieve their financial goals. You'll work collaboratively within a dedicated team and mentor junior members, all while making a significant impact on clients' lives.
Key Responsibilities
Provide clients with a personal relationship and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience
Mentor junior team members
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 vacation and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance