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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll lead in providing customized investment solutions and mentoring a team. This role offers a chance to deepen your wealth management expertise while making a positive impact on clients' financial futures.
Key Responsibilities
Provide personalized investment advisory services
Manage complex client portfolios
Mentor junior team members
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience creating and customizing financial plans and portfolios for clients
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 leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance