Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Maywood, CA
10 days ago
Not specified
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, and make a significant impact on clients' lives by providing personalized investment advisory services. Collaborate with a talented team while mentoring junior members and deepening your wealth management expertise in a supportive environment.
Key Responsibilities
Provide clients with personal relationship, specialized service, and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience
Mentor junior team members
Required Qualifications
CFP® 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