Manager, Wealth Advisor- Schwab Wealth Advisory

2 weeks ago

Phoenix, United States Charles Schwab Full time
Position Type: RegularYour 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

  • Senior Regional Manager, Schwab Wealth Advisory

    Found in: Jooble US O C2 - 1 week ago

    Phoenix, AZ, United States Charles Schwab Full time

    Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting 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...

  • Senior Regional Manager, Schwab Wealth Advisory

    Found in: beBee S US - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting 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...

  • Senior Regional Manager, Schwab Wealth Advisory

    Found in: beBee S US - 1 week ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting 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...

  • Senior Regional Manager, Schwab Wealth Advisory

    2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting 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...

  • Senior Regional Manager, Schwab Wealth Advisory

    Found in: Jooble US O C2 - 1 week ago

    Phoenix, AZ, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting 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...

  • Financial Planner- Schwab Wealth Advisory

    Found in: Jooble US O C2 - 7 days ago

    Phoenix, AZ, United States Charles Schwab Full time

    This Financial Planner position is a specialist supporting 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 can help.   The...

  • Financial Planner- Schwab Wealth Advisory

    Found in: beBee S US - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity This Financial Planner position is a specialist supporting 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,...

  • Financial Planner- Schwab Wealth Advisory

    Found in: Jooble US O C2 - 7 days ago

    Phoenix, AZ, United States Charles Schwab Full time

    Position Type: Regular Your opportunity This Financial Planner position is a specialist supporting 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...

  • Financial Planner- Schwab Wealth Advisory

    2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: RegularYour opportunityThis Financial Planner position is a specialist supporting  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,...

  • Advisor Services

    Found in: Talent US C2 - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Your Opportunity ***This position will start in June*** Are you ready to launch your career in the Financial Services Industry? If you are new to financial services industry, this is a great entry level role. Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to...

  • Family Wealth Advisor CFP

    7 days ago

    Phoenix, United States CareerBuilder Full time

    Family Wealth Advisor CFP | Phoenix, Arizona Reference Number: HRJ7250 Location: Phoenix, Arizona Judson Group has been retained by a highly respected Phoenix firm that is known for their UHNW focus and high-end client service to add a Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a...

  • Wealth Advisor

    1 week ago

    Phoenix, United States The Judson Group Full time

    Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling...

  • Wealth Management Compliance Officer

    5 days ago

    Phoenix, United States CareerBuilder Full time

    First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial to ensuring that our company...

  • Wealth Management Compliance Officer

    1 week ago

    Phoenix, United States First International Bank & Trust Full time

    Job DescriptionJob DescriptionFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial...

  • Wealth Management Compliance Officer

    3 days ago

    Phoenix, United States First International Bank & Trust Full time

    First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial to ensuring that our company...

  • Wealth Management Operations Analyst

    1 week ago

    Phoenix, United States First International Bank & Trust Full time

    Job DescriptionJob DescriptionFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. This position requires a sound knowledge of established procedures, methods and practices. The Wealth Management Operations Analyst will ensure adherence to policies,...

  • Phoenix - Client Services Part - Time Internship - September 9, 2024

    Found in: beBee S US - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Intern (Trainee) 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. Are you looking for a meaningful part-time internship that professionally develops students like yourself?...

  • Relationship Manager

    Found in: beBee S US - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goals with passion and integrity, we're committed to providing an environment that respects and appreciates the...

  • Relationship Manager

    Found in: beBee S US - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goals with passion and integrity, we're committed to providing an environment that respects and appreciates the...

  • Client Associate

    Found in: beBee jobs US - 1 week ago

    Phoenix, Arizona, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Join a solid nationally ranked, top-tier financial advisor team in our Phoenix office. Become a partner and grow with one of our nation's top advisory practices. Some industry experience is of value however, not a prerequisite for this position. If you have experience providing excellent client service, work...