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Job Description
Join Schwab as a Senior Manager, Wealth Advisor, where you will empower clients through personalized investment advice and mentorship within a collaborative team. This role offers a unique opportunity to deepen your wealth management expertise while making a significant impact on clients' financial journeys.
Key Responsibilities
Deliver exceptional client experiences as a fiduciary
Use a wide array of investment products to manage complex portfolios
Mentor junior team members
Collaborate with an experienced team and industry-leading advisors
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 off for vacation and volunteering28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance