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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you will empower clients with personalized investment advice and manage complex portfolios. Collaborate within a dedicated team to deliver exceptional client experiences while mentoring junior advisors. Experience a supportive culture that fosters your professional growth and empowers you to make a positive impact in the finance industry.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Help clients manage complex portfolios and achieve their goals
Mentor junior SWA 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, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance