Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Los Angeles, CA
9 days ago
Not specified
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Job Description
As a Senior Manager, Wealth Advisor, you will empower clients through personalized investment solutions and exceptional service. Join a collaborative team focused on transforming the finance industry while deepening your wealth management expertise and mentoring future advisors.
Key Responsibilities
Join a premier investment advisory solution team
Provide clients with specialized service and ongoing advice
Deliver an exceptional client experience as a fiduciary
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 vacation, volunteering time, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance