Join Schwab as a Senior Manager, Wealth Advisor and make a significant impact on clients' financial journeys. In this role, you'll leverage your expertise to provide personalized investment advice, mentor a collaborative team, and help clients achieve their financial goals.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experiences as a fiduciary
Manage complex portfolios using a vast array of products
Mentor junior team members
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 sabbaticalsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance