Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Los Angeles, CA
21 days ago
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Job Description
Join Charles Schwab as a Senior Manager in Wealth Advisory and empower clients with expert financial advice while mentoring junior team members. This is a great opportunity to deepen your wealth management expertise in a supportive culture that values innovation and collaboration.
Key Responsibilities
Provide clients with personal relationships and specialized service
Offer ongoing advice based on Schwab’s investment approach
Manage complex portfolios and help clients achieve their goals
Mentor junior SWA team members
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience in 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 parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance