Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
1 week ago
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
Bachelor’s degree
Five or more years working directly with clients in the financial services industry highly preferred
Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 401(k) with company match and Employee stock purchase plan
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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Boston, MA, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based,...
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Boston, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...
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Boston, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
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Boston, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
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