Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Pasadena, CA
11 days ago
Not specified, bonus or incentive opportunities available
This Job Position Has Expired
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 meaningful impact on clients' lives by providing specialized investment advisory services. Collaborate with a dedicated team to deliver exceptional client experiences while mentoring junior members and deepening your wealth management expertise.
Key Responsibilities
Provide clients with personal relationships, specialized service, and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver exceptional client experience
Mentor junior SWA 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, 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
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance