This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab as a Senior Manager, Wealth Advisor to make a direct impact on clients' lives by providing tailored investment advice and mentoring junior team members. Collaborate within a dedicated team, leveraging a wide range of financial products to help clients achieve their goals.
Key Responsibilities
Provide personal relationships, specialized service, and ongoing advice to clients
Work as a fiduciary within a dedicated team
Deliver exceptional client experience
Mentor junior team members
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 license
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, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance