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Job Description
As a Senior Manager, Wealth Advisor at Schwab, you will lead a dedicated team providing personalized investment advice while mentoring junior members. This role empowers you to impact clients' financial journeys positively, leveraging a wide range of investment products.
Key Responsibilities
Provide personalized investment advisory services
Deliver exceptional client experiences as a fiduciary
Mentor junior team members
Work collaboratively within a dedicated advisory team
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