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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll empower clients through specialized investment advice and fiduciary responsibilities. Collaborate with a dedicated team and enjoy a supportive culture focused on your professional growth.
Key Responsibilities
Provide clients with personal relationship, specialized service, and ongoing advice
Work as a fiduciary within a dedicated advisory team
Deliver exceptional client experiences
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 time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance