This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor and make a significant impact on clients' financial futures. In this role, you'll provide personalized investment advisory solutions and collaborate with a dedicated team to enhance client experiences while mentoring junior advisors.
Key Responsibilities
Provide clients with a personal relationship, specialized service, and ongoing advice.
Work as a fiduciary within a dedicated Schwab Wealth Advisory team.
Deliver an exceptional client experience.
Mentor junior SWA 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 time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance