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 and make a tangible impact on clients' financial journeys. Lead a dedicated advisory team, mentor junior members, and leverage a wide array of investment products to offer personalized service and advice. Enjoy a supportive culture that prioritizes your professional growth and offers flexible work arrangements.
Key Responsibilities
Provide personalized investment advisory services to clients
Create and customize financial plans and portfolios
Work as a fiduciary within a dedicated team
Mentor junior 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
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