This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you will make a direct impact on clients' lives by providing tailored investment advisory solutions. Collaborate with a dedicated team and mentor less experienced advisors while deepening your wealth management expertise in an innovative and supportive environment.
Key Responsibilities
Provide clients with a personal relationship and specialized service
Deliver exceptional client experiences as a fiduciary
Mentor junior team members
Manage complex portfolios and achieve clients' goals
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