Sr. Manager, Wealth Advisor
1 week ago
Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. If you are interested in applying for this job, please make sure you meet the following requirements as listed below. Here, innovative thoughtmeets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. 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. 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 haveRequired Qualifications:CFP® designation or CFA® designationBachelor’s degreeActive and valid FINRA Series 7 licenseMay be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license requiredMay be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.Preferred Qualifications:Five or more years working directly with clients in the financial services industry highly preferredIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. xrczosw 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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Sr. Manager, Wealth Advisor
1 week ago
Leander, TX, 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to...
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Sr. Manager, Wealth Advisor
6 days ago
Leander, United States Charles Schwab Full timePosition Type: RegularCheck out the role overview below If you are confident you have got the right skills and experience, apply today.Your 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.We...
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Sr. Manager, Wealth Advisor
1 week ago
Buda, TX, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We...
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Denton, TX, United States Charles Schwab Full timePosition Type: Regular Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. 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...
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Sr. Manager, Wealth Advisor
6 days ago
Taylor, TX, United States Charles Schwab Full timePosition Type: Regular The following information aims to provide potential candidates with a better understanding of the requirements for this role. 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...
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Roanoke, TX, United States Charles Schwab Full timeJob Description Position Type: Regular Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. 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...
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Dallas, TX, United States Charles Schwab Full timeMaximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate...
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Sr. Manager, Wealth Advisor
1 week ago
Round Rock, TX, United States Charles Schwab Full timeHere, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Manager, Wealth Advisor within Schwab Wealth Advisory...
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Senior Wealth Advisor
2 hours ago
Dallas/Ft. Worth, TX, United States The Vanguard Group Full timeAre you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support....
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Associate Wealth Advisor
1 week ago
Buda, TX, United States Charles Schwab Full timePosition Type: Regular Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. 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. We believe in...
