Join Schwab as a Senior Manager, Wealth Advisor and make a significant impact in the finance industry. You'll work in a collaborative environment, advising clients with a range of investment products and mentoring junior team members.
Key Responsibilities
Directly impact clients' lives by providing personalized investment advisory services
Work collaboratively within a dedicated Schwab Wealth Advisory team
Deliver exceptional client experiences through a fiduciary approach
Mentor junior team members
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, 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 highly preferred
Benefits & Perks
401(k) with company match and employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance