Sr Manager - Sr Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
San Diego, CA
18 days ago
Not mentioned
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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