Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Montebello, CA
9 days ago
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Job Description
Join Schwab Wealth Advisory as a Senior Manager, Wealth Advisor, where you'll leverage innovative strategies to enhance client relationships and manage complex portfolios. This role emphasizes mentoring and professional growth within a supportive culture focused on transforming the finance industry.
Key Responsibilities
Provide personal relationships and specialized service to clients
Use a vast array of investment products to help clients manage complex portfolios
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