Sr. Manager, Wealth Advisor

3 weeks ago

Commerce City, United States Charles Schwab Full time
Position Type:
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 Senior 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. 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 grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. 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.

What you have

Required Qualifications:
  • CFP designation or CFA designation required
  • Bachelor's degree
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
  • Five or more years of advisory experience
Preferred Qualifications:
  • 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

  • Associate Wealth Advisor

    3 weeks ago

    Oklahoma City, United States Lake Street Advisors Group, LLC. Full time

    Career Opportunities with Lake Street Advisors Group LLC A great place to work. Careers At Lake Street Advisors Group LLC Share with friends or Subscribe! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Lake Street Advisors Portsmouth, NH or Boston,...

  • Wealth Advisor

    6 days ago

    Peachtree City, United States The Ladders Full time

    PositionWealth Advisor Job Code-8447 req5040 Peachtree City (Wisdom Rd.) Full Time Job DescriptionDelta Community isthe largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the...

  • Lead Wealth Advisor

    2 weeks ago

    Redwood City, United States The Judson Group Full time

    Reference Number: HRJ7340 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Lead Wealth Advisor . This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Lead Wealth Advisor will not...

  • Senior Wealth Advisor

    2 months ago

    Redwood City, United States The Judson Group Full time

    Reference Number: HRJ7405 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Senior Wealth Advisor . This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Senior Wealth Advisor will...

  • Senior Wealth Advisor

    2 weeks ago

    Redwood City, United States The Judson Group Full time

    Reference Number: HRJ7405 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Senior Wealth Advisor . This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Senior Wealth Advisor will...

  • Lead Wealth Advisor

    2 months ago

    Redwood City, United States CareerBuilder Full time

    Reference Number: HRJ7340 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Lead Wealth Advisor . This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Lead Wealth Advisor will not...

  • Wealth Advisor

    2 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Atlantic Wealth Management

    3 weeks ago

    Morehead City, United States Atlantic Wealth Management Full time

    Job DescriptionJob DescriptionAtlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients’ hard-earned wealth through our established process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a...

  • Wealth Advisor

    3 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    Job DescriptionJob DescriptionWe are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities...

  • Wealth Advisor

    3 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Wealth Advisor

    3 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Wealth Advisor

    2 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    Job DescriptionJob DescriptionWe are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities...

  • Wealth Management Advisor

    3 weeks ago

    Park City, United States US Bank Full time

    Job DescriptionAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank...

  • Associate Wealth Advisor

    3 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year initial onsite training period) Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades...

  • Customer Relationship Advisor

    4 weeks ago

    Kansas City, United States FDF Wealth Strategies Full time

    Job DescriptionJob DescriptionFDF Wealth Strategies is an independent financial advising firm located in Kansas City, MO. We specialize in helping business owners and individuals make informed decisions with their money. Our services include retirement planning, investment management, 401k plans, insurance brokerage, and group benefits. visit...

  • Wealth Analyst

    3 weeks ago

    West Valley City, United States Bank of Montreal Full time

    Application Deadline:06/27/2024 Address:222 S Main Street. Job Family Group:Wealth Sales & Service. Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and rel Wealth, Management, Analyst, Wealth Advisor, Financial Planning, Relationship Manager, Banking, Business...

  • Senior Client Advisor

    1 week ago

    Oklahoma City, United States Compass Wealth Management LLC Full time

    Newfound Associates is a Massachusetts based executive search firm specializing in Wealth Management recruitment. Our Client, a well-regarded Boston based Registered Investment Advisory firm is looking to hire a Senior Client Advisor to join their company. This RIA utilizes a well-developed, fee-only financial planning approach for its HNW clients and has...

  • Wealth Advisor

    1 month ago

    Salt Lake City, United States BankTalent HQ Full time

    Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth...

  • Wealth Advisor

    3 weeks ago

    Peachtree City, Georgia, United States LPL Financial Full time

    Wealth Advisor – Delta Community Credit UnionYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Community Credit Union in Peachtree City, GA would allow you to join the Investment Program at Delta Community...

  • Financial Advisor

    3 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...