Senior Wealth Advisor, Schwab Wealth Advisory

2 weeks ago

St Louis, United States Charles Schwab Full time

Position 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.Schwab's 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 workwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,consider acareer as aSenior 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 needsComplete 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 philosophyExperienced 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 clientsYou will have tools, resources, and support to succeed in a portfolio management environment:Client relationship management software that enables seamless client interactionsFinancial Planning software designed for customized client focused portfolio solutionsAccess to third party and proprietary research to support the advice recommendationsOngoing training and commitment to your professional developmentWhat you haveWe place a premium on high performance, quality service and the ability to execute the SWAI strategy. Essential skills include:CFP® designation or CFA® designation requiredBachelor’s degree requiredActive 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 requiredFive or more years working directly with clientsin 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, 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 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

  • Senior Wealth Advisor, Schwab Wealth Advisory

    2 weeks ago

    St. Louis, United States Charles Schwab Full time

    Position 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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the...

  • Senior Wealth Advisor, Schwab Wealth Advisory

    2 weeks ago

    ST LOUIS, United States Charles Schwab Full time

    Position 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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the...

  • Senior Wealth Advisor, Schwab Wealth Advisory

    2 weeks ago

    Saint Louis, United States Charles Schwab Corporation Full time

    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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate...

  • Senior Wealth Advisor, Schwab Wealth Advisory

    1 week ago

    St Louis, United States CFA Institute Full time

    Position Type: Regular 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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax,...

  • Senior Wealth Advisor, Schwab Wealth Advisory

    2 weeks ago

    St Louis, United States The Charles Schwab Corporation Full time

    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. Schwab's Investor Advice Solutions consists of S Wealth Advisor, Advisor, Wealth, Financial Planning, Senior, Operations, Banking

  • Senior Wealth Advisor, Schwab Wealth Advisory

    2 weeks ago

    Saint Louis, United States The Charles Schwab Corporation Full time

    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. Schwab's Investor Advice Solutions consists of S Wealth Advisor, Advisor, Wealth, Financial Planning, Senior, Operations, Banking

  • Wealth Advisor

    2 weeks ago

    St Louis, United States Kerber, Eck & Braeckel Llp Full time

    Job Description Job Description The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen...

  • Wealth Coordinator

    7 days ago

    Saint Louis, United States Gatewood Wealth Solutions Full time

    Job DescriptionJob DescriptionAre you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator.The Wealth Coordinator position is an exciting opportunity to...

  • Wealth Coordinator

    18 hours ago

    Saint Louis, United States Gatewood Wealth Solutions Full time

    Job DescriptionJob DescriptionAre you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator.The Wealth Coordinator position is an exciting opportunity to...

  • Wealth Planner

    7 days ago

    Saint Louis, United States Gatewood Wealth Solutions Full time

    Job DescriptionJob DescriptionGatewood Wealth Solutions is seeking a skilled and dedicated Wealth Planner to join our team in St. Louis. The Wealth Planner position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Planner, you will be responsible for...

  • Wealth Planner

    3 days ago

    Saint Louis, United States Gatewood Wealth Solutions Full time

    Job DescriptionJob DescriptionGatewood Wealth Solutions is seeking a skilled and dedicated Wealth Planner to join our team in St. Louis. The Wealth Planner position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Planner, you will be responsible for...

  • Wealth Advisor

    2 months ago

    Saint Louis, United States Kerber, Eck & Braeckel LLP Full time

    Job DescriptionJob DescriptionThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen...

  • PWM Private Wealth Advisor

    8 hours ago

    St Louis, United States U.S. Bancorp Full time

    U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit, insurance, charitable givi Wealth Advisor, Wealth, Private, Strategic Advisor, Client Relations, Advisor

  • Wealth Specialist

    4 weeks ago

    Saint Louis, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...

  • Wealth Specialist

    2 months ago

    Saint Louis, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...

  • Counsel for Regulatory and Wealth Management

    7 days ago

    St. Louis Park, United States Old National Bank Full time

    Overview Old National Bancorp (“Old National”) is the holding company of Old National Bank, which is the sixth largest commercial bank headquartered in the Midwest. With approximately $49 billion of assets and $28 billion of assets under management, Old National ranks among the top 30 banking companies headquartered in the . Tracing our roots to...

  • Wealth Advisory Services, Tax Director

    1 month ago

    St Paul, United States Redpath & Company Full time

    Job Description Job Description Salary: At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible...

  • Wealth Management Advisor

    4 weeks ago

    St George, United States U.S. Bancorp Full time

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative, and successful financial institutions, and have con Management, Advisor, Wealth, Financial Planning, Investment, Banking, Sales

  • Associate Advisor

    3 weeks ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionAssociate Advisor / Client Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will...

  • Senior Financial Advisor

    6 days ago

    St Louis, United States Moneta Corporation Full time

    Job Description Job Description Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta , one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or...