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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you will provide personalized investment advisory solutions to clients, mentor junior team members, and contribute to a supportive culture focused on professional development.
Key Responsibilities
Provide clients with personal relationships and specialized service
Offer ongoing advice based on Schwab’s investment philosophy
Mentor junior team members
Required Qualifications
Bachelor's degree
Five or more years of advisory experience
Experience 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 leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance