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Job Description
As a Senior Manager, Wealth Advisor at Schwab Wealth Advisory, you will provide clients with personalized investment advice while mentoring junior team members. Join a supportive culture focused on your development and help transform the finance industry.
Key Responsibilities
Provide clients with personal relationship, specialized service, and ongoing advice
Utilize a vast array of investment products
Mentor junior team members
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 leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance