Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
New York, NY
19 days ago
Not specified
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor to empower clients with tailored investment strategies and exceptional service. Be part of a collaborative team dedicated to transforming the finance industry and enhancing client relationships.
Key Responsibilities
Provide clients with personalized investment advisory services
Deliver exceptional client experiences as a fiduciary
Mentor junior team members
Work collaboratively within the Schwab Wealth Advisory team
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
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