Join Schwab as a Senior Manager, Wealth Advisor, where you will empower clients with personalized investment strategies and foster a collaborative team environment. This role offers the chance to mentor others while making a significant impact in the finance industry.
Key Responsibilities
Provide clients with personalized investment advisory services
Manage complex portfolios and help clients achieve their financial goals
Mentor junior team members
Collaborate with various partners and industry-leading advisors
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained within 120 days of employment)
Active and valid FINRA Series 66 license required (may be obtained within 120 days of employment)
Five or more years of advisory experience, including 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 time for vacation and volunteering28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance