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Job Description
Join Schwab as a Senior Manager, Wealth Advisor to make a meaningful impact in clients' lives through personalized investment advisory solutions. Collaborate with experienced professionals and mentor junior team members while enjoying a supportive culture and competitive benefits.
Key Responsibilities
Provide clients with personal relationships, specialized service, and ongoing advice.
Work as a fiduciary within a dedicated team to deliver exceptional client experiences.
Utilize a vast array of investment products to help clients manage complex portfolios.
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
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 matchEmployee stock purchase planPaid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance