Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Pasadena, CA
21 days ago
Not disclosed
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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 as a Senior Manager in Wealth Advisory to make a significant impact on clients' lives. Collaborate with a dedicated team, mentor others, and utilize a diverse range of investment products to help clients achieve their financial goals.
Key Responsibilities
Provide clients with personal relationships and specialized service
Deliver exceptional client experience as a fiduciary
Mentor junior SWA team members
Help clients manage complex portfolios using a variety of financial products
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, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance