Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Lynwood, CA
20 days ago
Not mentioned
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor and empower clients with tailored investment advice and portfolio management. Collaborate with an experienced team while mentoring junior advisors, and enjoy a dynamic work environment that promotes personal and professional growth.
Key Responsibilities
Provide clients with personal relationships, specialized service, and ongoing advice
Create and customize financial plans and portfolios for clients
Mentor junior team members
Work collaboratively within Schwab Wealth Advisory team
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