Sr. Manager, Wealth Advisor

Found in: Jooble US O C2 - 2 weeks ago

Westlake TX, United States Charles Schwab Full time
Position Type: Regular Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is 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. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Tax, Trust, and Estate Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Senior Manager, Schwab Wealth Advisor , you will work with clients to build a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to life changes.

 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor.

 

Senior Manager, Schwab Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

 

You will provide ongoing advice to clients via a virtual relationship with the opportunity to visit your assigned market and clients. SWAI’s advice philosophy will enable you to leverage a vast array of holistic wealth management products as you help clients with larger and more sophisticated portfolios and wealth planning needs. In this role you will be responsible for:

 

Personalized Approach:

  • Constructing a comprehensive, customized portfolio and providing advice that is designed to meet clients’ individual goals with the ability to adapt to changing needs

 

 

Complete Wealth Management Strategy:

  • Developing, implementing, and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences, and risk tolerance based on Schwab investment philosophy

 

Experienced Team:

  • Ability to develop strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned practice of high-net-worth clients

 

You will have the tools, resources, and support to succeed in a portfolio management environment.

 

Specifically:

  • Client relationship management software that enables seamless client interactions
  • Financial Planning software designed for customized client focused portfolio solutions
  • Access to third party and proprietary research to support the advice recommendations
  • Ongoing training and commitment to your professional development
What you have

We place a premium on high performance, quality service and the ability to execute the SWAI strategy.

 

Essential skills include:

 

  • CFP® designation or CFA® designation required
  • Bachelor’s degree required
  • Active and valid FINRA Series 7 license required (may consider a 90-day COE)
  • 66 license required (may be obtained with a 120-day COE)
  • Five or more years of advisory experience required
  • Five or more years working directly with clients in the financial services industry highly preferred

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

By applying, you consent to your information being transmitted by Disability Solutions to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See SonicJobs Privacy Policy at and Terms of Use at

  • Wealth Advisor

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Westlake Village, United States SageView Advisory Group Full time

    As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial...

  • Sr Specialist, Service Associate

    Found in: Jooble US O C2 - 6 days ago

    Haltom City, TX, United States Charles Schwab Full time

    Position Type: Regular Your 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 Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a...

  • CLIENT SERVICES ASSOCIATE

    Found in: Careerbuilder One Red US C2 - 3 days ago

    Grapevine, TX 76051, USA, United States Kestra Financial Full time

    Full-time, Client Service Associate (CSA)RequirementsSummary:Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach. We...

  • Merrill Financial Solutions Advisor

    Found in: Talent US C2 - 2 weeks ago

    Westlake Village, United States Bank of America Full time

    Description At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of...

  • Sr Specialist, Service Associate

    Found in: Careerbuilder One Red US C2 - 2 weeks ago

    Coppell, TX, United States Charles Schwab Full time

    Position 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 Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a...

  • Managing Director/ VP- Commercial Mortgage Investment Management

    Found in: Jooble US O C2 - 2 weeks ago

    Dallas, TX, United States Goldman Sachs Full time

    Are you looking to be part of the Mortgage business by ensuring that processes and procedures are developed and implemented? Private Bank Lending is looking for a Mortgage Systems Product Owner to be responsible for administration of the GS Empower Mortgage Loan Origination System, vendor configurations and related tools. Consumer and Wealth Management...

  • J.P. MORGAN ADVISORS

    Found in: Careerbuilder One Red US C2 - 2 days ago

    , TX, United States JPMorgan Chase Full time

    J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions...

  • Service Specialist

    Found in: Jooble US O C2 - 6 days ago

    Irving, TX, United States Charles Schwab Full time

    Position Type: Regular Your 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 Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team...

  • Senior Manager, Compliance

    Found in: Talent US C2 - 2 weeks ago

    Westlake, United States Charles Schwab Full time

    Your 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. Schwab Compliance is seeking a Senior Manager to administer certain elements of the Compliance programs in support of the...

  • Senior Manager, Compliance

    3 days ago

    Westlake, United States Charles Schwab Full time

    Your 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. Schwab Compliance is seeking a Senior Manager to administer certain elements of the Compliance programs in support of the Charles...

  • Java Application Developer

    Found in: Jooble US O C2 - 3 days ago

    Richardson, TX, United States Stefanini Full time

    Stefanini is looking for Java Developer for Richardson, TX location (Onsite Role) Across Asset & Wealth Management, client helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of...

  • Business Development Manager

    2 weeks ago

    Westlake, United States Corrigan Krause CPA's Full time

    Job DescriptionJob DescriptionDescription:Corrigan Krause is a leading accounting firm with a dedicated wealth management arm. We provide comprehensive accounting, tax, consulting and financial services to individuals and businesses. With a team of experienced professionals, we are committed to delivering exceptional financial solutions and personalized...

  • Wealth Management Consultant

    Found in: Careerbuilder One Red US C2 - 6 days ago

    The Woodlands, TX, United States Fidelity Investments Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Business Development Manager

    2 days ago

    Westlake, United States Corrigan Krause CPA's Full time

    Job DescriptionJob DescriptionDescription:Why You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy both a competitive and rewarding compensation and benefits package. At Corrigan Krause, our team is one of our main priorities where we emphasize both professional and personal growth opportunities...

  • Travel Advisor

    Found in: Talent US C2 - 3 weeks ago

    Westlake, United States Automobile Club Full time

    Travel Advisor Discovering the World- One Member at a Time! A love of travel attracts many people to the field, but to succeed a Travel Agent must be passionate about travel and the endless opportunities it brings to bridge history, cultures and cuisine. Successful Travel Agents must have a strong sales drive, organizational skills with an eye for detail,...

  • Sr. Associate Manager, Clinical Research

    2 days ago

    Westlake Village, United States MannKind Corporation Full time

    At MannKind our employees are our number one asset, and we continue becoming a tight-knit community where each of us plays a critical role in our collective success. Committed to diversity, at MannKind we depend on a rich blend of ideas, backgrounds, and working styles in our quest to change the world for the better. MannKind Corporation is currently...

  • Financial Planner, Centralized Planning Group

    Found in: beBee S US - 3 weeks ago

    Westlake, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...

  • Financial Planner, Centralized Planning Group

    Found in: beBee S US - 2 weeks ago

    Westlake, United States Charles Schwab Full time

    Position Type: Regular Your opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...

  • Wealth Planner

    Found in: Careerbuilder One Red US C2 - 5 days ago

    The Woodlands, TX, United States Fidelity Investments Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • SERVICE ADVISOR

    Found in: Careerbuilder One Red US C2 - 3 days ago

    Lewisville, TX 75029, USA, United States MarineMax, Inc. Full time

    The Service Advisor is responsible for providing support to the Service Manager, Service Team, and Customers. Responsibilities include working with the customer (either internal or external) to get the information required to perform the work on the Service Advisor, Service Manager, Advisor, Operations, Internal, Manufacturing, Retail