This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab Wealth Advisory as a Senior Manager, Wealth Advisor, and make a significant impact by providing personalized investment advice to clients. Work within a collaborative team environment, mentor junior members, and enhance your wealth management expertise while enjoying a supportive culture focused on your development.
Key Responsibilities
Deliver exceptional client experiences as a fiduciary
Create and customize financial plans and portfolios
Mentor junior SWA team members
Collaborate with various partners 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 for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance