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Sr Manager - Sr Wealth Advisor, Schwab Wealth Advisory

Charles Schwab

San Diego, CA
18 days ago
Not mentioned

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This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

As a Senior Manager, Senior Wealth Advisor at Schwab, you'll empower clients by constructing comprehensive wealth strategies and providing ongoing advice tailored to their unique goals. Join a dynamic team focused on high performance and client satisfaction.

Key Responsibilities

  • Constructing comprehensive customized portfolios
  • Developing and implementing Investment Policy Statements
  • Building collaborative relationships with Schwab Branch business partners and financial planners

Required Qualifications

  • CWS® or CPWA designation
  • CFP® or CFA designation
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license
  • Bachelor’s degree
  • Five or more years advisory experience

Preferred Qualifications

  • Seven or more years in the financial services industry working directly with clients

Benefits & Perks

401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance