Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Glendale, CA
21 days ago
Not specified
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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you'll impact clients' lives through personalized investment strategies. Collaborate with a dedicated team while mentoring junior members and leveraging a comprehensive range of investment products.
Key Responsibilities
Provide personalized investment advisory services
Work as a fiduciary within a dedicated team
Deliver exceptional client experiences
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