Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Atlanta, GA
24 days ago
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Job Description
As a Senior Manager, Wealth Advisor at Schwab Wealth Advisory, you will provide innovative investment solutions and personalized service to clients, while mentoring junior team members. This role offers the chance to grow your wealth management expertise in a supportive environment.
Key Responsibilities
Provide specialized service and ongoing advice to clients
Utilize a vast array of investment products
Mentor junior team members
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience 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