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Job Description
Join Schwab as a Senior Manager, Wealth Advisor and lead a dedicated team to deliver exceptional investment advice to clients. Enjoy a collaborative environment while enhancing your wealth management expertise and mentoring junior advisors.
Key Responsibilities
Provide clients with personalized investment advice and ongoing support
Manage complex portfolios using a variety of financial products
Mentor junior team members
Collaborate with a dedicated 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance