Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Pasadena, CA
21 days ago
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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll provide personalized investment advice and support clients in managing their complex portfolios. This role offers the chance to mentor junior team members while working in a collaborative environment focused on innovation and client success.
Key Responsibilities
Manage client relationships and provide specialized service
Utilize a wide array of investment products to help clients
Mentor junior team members
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience creating and customizing financial plans and portfolios for clients
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 parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance