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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll provide personalized investment advisory services and mentor junior team members. This role empowers you to leverage a diverse range of financial products to help clients achieve their goals in a supportive and innovative environment.
Key Responsibilities
Provide personalized investment advisory services
Help clients manage complex portfolios
Mentor junior team members
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience creating and customizing financial plans and portfolios
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 parental leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance