Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Orlando, FL
17 days ago
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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor and transform the finance industry through innovative solutions. Empower clients with tailored investment advice and mentor junior team members while advancing your career in a supportive environment.
Key Responsibilities
Provide clients with personal relationships and specialized service
Offer ongoing advice based on Schwab’s investing approach
Mentor junior SWA team members
Help clients manage complex portfolios to achieve their goals
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