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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll provide personalized investment advisory services and make a significant impact on clients' financial journeys. Collaborate with a dedicated team, mentor junior advisors, and leverage a vast array of investment products to enhance client success in a supportive and innovative environment.
Key Responsibilities
Deliver exceptional client experiences as a fiduciary
Provide personalized investment advisory services
Mentor junior team members
Collaborate with industry-leading advisors
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Preferred Qualifications
Five or more years working directly with clients in the financial services industry highly preferred
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance