This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
As a Senior Manager, Wealth Advisor at Schwab Wealth Advisory, you'll deliver personalized investment advice and mentor junior team members in a supportive culture. Join us to empower clients with tailored financial solutions and enhance your expertise in wealth management.
Key Responsibilities
Provide personalized investment advisory solutions
Mentor junior team members
Help clients manage complex portfolios
Challenge the status quo in finance
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience in 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