Sr. Manager, Wealth Advisor
4 weeks 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 Schwabs 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. SWAIs 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
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
- Bachelors 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.
Whats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
-
Investor Analyst I
1 week ago
Coppell, United States Avantax Wealth Management, Inc. Full timeInvestor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related...
-
Investor Analyst I
1 week ago
Coppell, TX, United States Avantax Wealth Management, Inc. Full timeInvestor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related...
-
Sr. Salesforce Development Manager
1 day ago
Coppell, United States Mantek Solutions Inc Full timeSenior Salesforce Development Manager Full Time position is in Coppell, TX or Costa Mesa, CA and will eventually be a hybrid role, 3 days on-site, 2 days remote once acclimated to the team and position. This position manages a team of high performing, super passionate Salesforce engineers responsible for developing, enhancing, and supporting...
-
Mortgage Specialist
1 day ago
Coppell, United States ApTask Full timeAbout Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and...
-
Sr. Electrical Engineer
1 day ago
Coppell, United States Rochester Gauges Full timeDescription Rochester Sensors, LLC is looking for a Full Time Sr Electrical Design Engineer to join the team in Coppell, TX! Job Purpose Design of electronic and electro-mechanical products for industrial market segments with focus on liquid level sensors. Design and develop products that meet our customer’s requirements through customization of existing...
-
Sr. Electrical Engineer
2 days ago
Coppell, United States Rochester Sensors Full timeJob DescriptionJob DescriptionDescription:Rochester Sensors, LLC is looking for a Full Time Sr Electrical Design Engineer to join the team in Coppell, TX! Job Purpose: Design of electronic and electro-mechanical products for industrial market segments with focus on liquid level sensors. Design and develop products that meet our customer’s requirements...
-
PEOPLE (HR) Administrative Assistant
3 weeks ago
Coppell, United States Barcel USA Full timeJob DetailsLevel Experienced Job Location BLU Coppell Plant - Coppell, TX Position Type Full Time Education Level Bachelors Degree Travel Percentage None Job Category Admin - Clerical DescriptionJob purpose Provide PD (HR) administrative support to the Sr. People Manager, plan and schedule meetings, travel and offer support to the cross functional...
-
Investor Analyst I
6 days ago
Coppell, United States Avantax Wealth Management, Inc. Full timeInvestor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Informat...
-
Sr Manager, Global Inbound Logistics
5 days ago
Coppell, United States At Home Decor Superstore Full timeManage all global and domestic inbound freight movement operations that satisfy timelines, costing, and service level expectations. Ensure relationships with carrier partners are robust, meaningful, and effective to achieve high levels of organizatio Manager, Logistics, Global, Freight, Management, Retail, Support
-
Associate Buyer
4 weeks ago
Coppell, United States At Home Stores LLC Full timeJob DescriptionJob Summary Associate Buyers are responsible for a select part of the Buyer's overall business and must drive the merchandise strategy and assortments for this part of the business with the goal of meeting or exceeding sales, margin and turn targets. An Associate Buyer, with support from the Buyer, is responsible for the purchase and...
-
Bilingual Implementation Project Manager
2 weeks ago
Coppell, United States Insight Global Full timeMust-haves Implementation or Project Management experience with SaaS (software as a service) platforms including planning from blueprinting through go-live support Experience partnering with client to support implementation/integration efforts Ability to coordinate across multiple teams to drive process -- PM, Dev, Test, Sales, AR/AP Knowledge of SQL...
-
Bilingual Implementation Project Manager
2 weeks ago
Coppell, United States Insight Global Full timeMust-haves Implementation or Project Management experience with SaaS (software as a service) platforms including planning from blueprinting through go-live support Experience partnering with client to support implementation/integration efforts Ability to coordinate across multiple teams to drive process -- PM, Dev, Test, Sales, AR/AP Knowledge of SQL...
-
Bilingual Implementation Project Manager
5 days ago
Coppell, United States Insight Global Full timeMust-haves Implementation or Project Management experience with SaaS (software as a service) platforms including planning from blueprinting through go-live support Experience partnering with client to support implementation/integration efforts Ability to coordinate across multiple teams to drive process -- PM, Dev, Test, Sales, AR/AP Knowledge of SQL...
-
Manager PR
4 weeks ago
Coppell, United States Chilis Full timePublic Relations Manager Chili's Grill & Bar Job Summary Chili's is looking for a strategic and experienced storyteller to assist in the development, implementation, and coordination of public relations strategies. The Public Relations Manager will work cross-functionally on exciting campaigns from launching new tequila cocktails with celebrity...
-
Sr. Accountant
1 month ago
Coppell, United States Triarc Tank, LLC Full timeJob DescriptionJob DescriptionLocated in Dallas, TX, Triarc Tank, LLC is a 90-year-old steel pressure vessel manufacturing business. In Q4 of 2022, the business ownership transitioned from a publicly traded company to a PE owned company. The company is in the process of developing its own systems so that it can standup as an independent company. We are...
-
Sr Merchandise Planner
7 days ago
Coppell, United States At Home Stores LLC Full timeJob DescriptionJob Summary Senior planners are responsible for the overall financial direction of a category or department(s) with the goal of meeting/exceeding sales, margin and turn targets. Senior planners are primarily responsible for developing seasonal merchandise financial plans, developing, and managing the allocation strategy, and supporting the...
-
Director, Infrastructure Engineering
1 day ago
Coppell, United States Fanatics Full timeCompany Overview Fanatics isbuilding a leadingglobal digital sports platform. The company ignites the passions of global sports fans and maximizes the presence and reach for hundreds of sports partners globally by offering innovative products and services across Fanatics Commerce, FanaticsCollectibles, and Fanatics Betting & Gaming, allowing sports fans to...
-
Applications Developer
5 days ago
Coppell, Texas, United States AAA Texas, AAA Careers Full timeApplications DeveloperAs our Sr. Applications Developer, you will be a valuable part of the IS Finance Product team. You will be responsible for helping to develop solutions and providing support to both legacy systems and newer technologies. You will work primarily with our Oracle E-Business Suite application and Oracle database. You will also collaborate...
-
Customer Experience Supervisor
1 week ago
Coppell, Texas, United States Vivid Seats Full timeWho we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In's top...
-
Customer Experience Supervisor
1 week ago
Coppell, United States Vivid Seats Full timeWho we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In's...