Current jobs related to Sr. Manager, Wealth Advisor- Schwab Wealth Advisory - Phoenix - Charles Schwab
-
Associate Wealth Advisor, Schwab Wealth Advisory
4 months ago
Phoenix, United States The Charles Schwab Corporation Full timeAt 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' Wealth Advisor, Advisor, Wealth, Associate, Client Service, Financial Planning, Banking
-
Phoenix, Arizona, United States Charles Schwab Full timeYour OpportunitySchwab 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.Key ResponsibilitiesCoach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative...
-
Wealth Management Associate
3 weeks ago
Phoenix, Arizona, United States The Charles Schwab Corporation Full timeAbout Our TeamWe're a team of innovative thinkers and creative problem solvers at The Charles Schwab Corporation, working together to transform the finance industry. Our Wealth Advisory team is dedicated to providing exceptional client service and financial planning expertise.Our CultureWe value collaboration, open communication, and a commitment to...
-
Wealth Management Associate
3 weeks ago
Phoenix, Arizona, United States The Charles Schwab Corporation Full timeAbout Our TeamWe're a team of innovative thinkers and creative problem solvers at The Charles Schwab Corporation, working together to transform the finance industry. Our Wealth Advisory team is dedicated to providing exceptional client service and financial planning expertise.Our CultureWe value collaboration, open communication, and a commitment to...
-
Wealth Market Director
1 day ago
Phoenix, Arizona, United States BankTalent HQ Full timeWealth Market ManagerZions Bancorporation is a leading financial services company operating in the Western United States. Our organization is recognized for its commitment to excellence and customer satisfaction.About the RoleWe are seeking a dedicated Wealth Market Manager to join our team of banking professionals. As a Wealth Market Manager, you will be...
-
Wealth Management Consultant
1 month ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced Wealth Management Consultants who are dedicated to crafting innovative strategies tailored for affluent clients. This position will involve collaboration with various experts to thoroughly assess opportunities and challenges, ensuring the best solutions are provided.As a key financial advisor to...
-
Senior Wealth Management Advisor
3 weeks ago
Phoenix, Arizona, United States REDW Full timeAbout the RoleREDW is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for cultivating and managing relationships with high-net-worth clients, providing tailored financial planning and investment advice.Key ResponsibilitiesClient Relationship Management:...
-
Senior Wealth Management Consultant
1 month ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting tailored strategies and methodologies for affluent clients. This position requires collaboration with various experts to comprehensively address opportunities and challenges, ensuring the right expertise is utilized.As a trusted financial partner...
-
Senior Wealth Advisor
1 month ago
Phoenix, United States REDW Full timeREDW LLC, one of the Southwest's largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico. AZCentral and The Albuquerque Journal also...
-
Lead Wealth Management Consultant
1 month ago
Phoenix, Arizona, United States REDW Full timeCompany OverviewREDW Advisors and CPAs is recognized as one of the largest advisory and CPA firms in the Southwest, having received accolades as a Top Workplace in recent years. Our commitment to excellence has been acknowledged through various awards in categories such as Compensation, Remote Work, and Formal Training.Position SummaryThe Senior Wealth...
-
Senior Wealth Management Consultant
4 weeks ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting tailored strategies and solutions for affluent clients. This position involves collaboration with a team of specialists to comprehensively address the unique financial challenges and opportunities faced by high net worth individuals.As a trusted...
-
Senior Wealth Management Consultant
4 weeks ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting innovative financial strategies tailored to affluent clients. This position involves collaboration with a team of specialists to thoroughly assess opportunities and challenges, ensuring comprehensive solutions are provided.As a trusted financial...
-
Wealth Manager
6 days ago
Phoenix, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...
-
Wealth Manager
7 days ago
phoenix, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...
-
Wealth Manager
7 days ago
Phoenix, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...
-
Financial Planning and Advice Professional
3 weeks ago
Phoenix, Arizona, United States Charles Schwab Full timeProgram OverviewThe Schwab Advice Academy is a comprehensive 12-month rotational program designed to prepare individuals for a role in financial planning and advice within the Wealth and Advice Solutions organization at Charles Schwab.Through a series of immersive rotation experiences, participants will gain product and industry knowledge while being...
-
Senior Wealth Management Advisor
3 weeks ago
Phoenix, Arizona, United States REDW Full timeAbout the RoleREDW is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for cultivating and managing relationships with high-net-worth clients, providing tailored financial planning and investment advice.Key ResponsibilitiesClient Relationship Management:...
-
Financial Planning and Advice Professional
2 weeks ago
Phoenix, Arizona, United States Charles Schwab Full timeUnlock Your Potential in Financial Planning and AdviceAt Charles 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.We're seeking talented individuals to join our...
-
Texas Tech University
6 days ago
Phoenix, United States Charles Schwab Full timePosition Type: RegularYour opportunity Charles Schwab is hiring for our Advice Academy! Interviews will take place for Texas Tech University students, on campus, for our Advice Academy Professional opportunity. Apply, interview on your campus, and receive a potential offer with Charles Schwab. The Schwab Advice Academy is a 12 month rotational program...
-
Advice Academy Professional AZ
4 weeks ago
phoenix, United States Charles Schwab Full timePosition Type: RegularYour opportunity Do you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
4 months ago
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
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