Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Pasadena, TX
9 days ago
Not disclosed
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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll empower clients through personalized service and expert financial advice. Collaborate with a dedicated team to manage complex portfolios and mentor junior advisors in a supportive, innovative environment.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Utilize a range of investment products to manage complex portfolios
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