Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

3 weeks ago

Chelsea, United States Charles Schwab Full time

Position Type: RegularYour opportunity

At Schwab, youre 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.

As a Senior 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 Schwabs 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. SWAs 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. Youll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. Youll 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 have

Required Qualifications:

CFP designation or CFA designation required

Bachelors degree

Active and valid FINRA Series 7 license

Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)

Five or more years of advisory experience

Preferred Qualifications:

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 you

At 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

  • Family Medicine Physician Opportunity

    6 days ago

    Chelsea, NY, United States Healthcare Connections Full time

    Job SummaryHealthcare Connections is actively recruiting a Family Medicine physician to join our team in a brand new clinic. This is an exciting opportunity to build a practice that aligns with your values and priorities.About the OpportunityWe are seeking a Board Certified Family Medicine MD/DO with an active New York license to join our team. New graduates...

  • Physician (MD/DO) - Obstetrics and Gynecology in New York, NY

    3 months ago

    Chelsea and Clinton, United States Healthcare Connections Full time

    Syracuse, NY market OBGyn + DaVinci + 1:5 callAn award-winning hospital system in suburban Syracuse it's actively recruiting an OBGyn to take over for a retiring physician! This is an established patient panel in a market with room to grow! With quality, patient satisfaction, and work/life balance at the top of the priority list, you will see why this is...

  • Physician (MD/DO) - Internal Medicine in New York, NY

    3 months ago

    Chelsea and Clinton, United States Healthcare Connections Full time

    Syracuse, NY market Primary Care InternistAn award-winning hospital system in suburban Syracuse it's actively recruiting an Internal Medicine physician for a brand new clinic opening doors this year! This is an existing building on the hospital campus currently undergoing renovations for the door opening later this year. With primary care demand higher...

  • Physician (MD/DO) - Family Practice in New York, NY

    3 months ago

    Chelsea and Clinton, United States Healthcare Connections Full time

    Syracuse, NY market Family Medicine Primary CareAn award-winning hospital system in suburban Syracuse it's actively recruiting a Family Medicine physician for a brand new clinic opening doors this year! This is an existing building on the hospital campus currently undergoing renovations for the door opening later this year. With primary care demand...

  • Project Manager, Mechanical

    4 weeks ago

    Chelsea, Massachusetts, United States Massachusetts Water Resources Authority Full time

    BASIC PURPOSE:Manages professional engineering and design projects related to the rehabilitation and capital improvement of waterworks and wastewater facilities and infrastructure, with a primary focus on mechanical engineering and heating, ventilation and air conditioning (HVAC) projects.SUPERVISION RECEIVED:Works under the general supervision of a Program...

  • Senior Welding Technician

    4 days ago

    Chelsea, Massachusetts, United States Massachusetts Water Resources Authority Full time

    Position OverviewDIVISION: OperationsDEPARTMENT: Pipe Maintenance - WaterUNION/GRADE: Unit 2/Grade 16BENEFITS: For details on our benefits, please refer to the provided link.PRIMARY OBJECTIVE:The role involves conducting assessments, servicing, and upkeep of structural elements related to vehicles, workshop apparatus, and steel water...

  • Project Manager, Mechanical

    4 weeks ago

    Chelsea, United States Massachusetts Water Resources Authority Full time

    BASIC PURPOSE: Manages professional engineering and design projects related to the rehabilitation and capital improvement of waterworks and wastewater facilities and infrastructure, with a primary focus on mechanical engineering and heating, ventilation and air conditioning (HVAC) projects. SUPERVISION RECEIVED: Works under the general...

  • Field Service Parts Advisor III

    5 days ago

    Chelsea, Massachusetts, United States Rivian Full time

    About RivianRivian is a pioneering electric vehicle manufacturer dedicated to creating sustainable and adventurous transportation solutions. Our mission is to empower individuals to explore the world while minimizing our impact on the environment.Job SummaryThe Field Service Parts Advisor III will play a critical role in delivering exceptional customer...

  • Courtesy Van/Shuttle Driver

    2 weeks ago

    Chelsea, United States artmoehncareers.com Full time

    **Courtesy Van/Shuttle Driver (Part-Time)- Chelsea** Service Chelsea, Michigan Minimum Experience **Entry-level** Job Description Enhances customer service experience by driving them to or picking them up from their homes or offices while service is being performed on their vehicles. Essential Duties Essential Duties include, but are not limited to, the...

  • Language and Communication Specialist

    2 weeks ago

    Chelsea, Massachusetts, United States Spurwink Full time

    Salary: $75,000 - $80,000 annuallyLocation: Chelsea, ME, USAEmployment Type: Full TimeSign-On Bonus: $5,000Spurwink Services is actively seeking a dedicated Language and Communication Specialist to join our Chelsea Day Treatment Program in a full-time capacity. This role promises a rich professional journey, encompassing assessment, intervention, and...

  • Customer Consultant as a Junior Executive in Sales

    3 days ago

    Chelsea, Massachusetts, United States Nexus Innovations Full time

    About Nexus InnovationsNexus Innovations is a leading insurance company that values people and community. For over 125 years, we have been guided by the principles of trust, responsibility, and security - and with great success.Our Company CultureWe offer a secure job and a community where collaboration and individual development are at the forefront. Our...

  • Hospice Certified Nursing Assistant CNA Full Time

    2 months ago

    Chelsea, United States Aveanna Healthcare Full time

    Position Overview The Hospice Aide (CNA) is an individual who provides personal care, selected treatment procedures, minimal household tasks and occasional meal preparation under the advisory of a Registered Nurse for individuals with special needs in their homes. A Hospice Aide is a caring and compassionate person who has the maturity to assume the...

  • Student Worker

    3 months ago

    Chelsea, United States Chelsea Public Schools Full time

    Title:  Student Worker - REACH Summer Student Leaders (SY23-24) (6 Positions) LOCATION: CPS High School, REPORTS TO: Yaneris Collado, Director of REACH About Chelsea Public Schools: The Chelsea Public Schools (CPS) is a gateway school system that welcomes and educates all students and families. In CPS, we believe all children are capable of...

  • Hospice Certified Nursing Assistant CNA Full Time

    4 weeks ago

    Chelsea, Alabama, 35043, Shelby County, AL, United States Aveanna Healthcare Full time

    Position OverviewThe Hospice Aide (CNA) is an individual who provides personal care, selected treatment procedures, minimal household tasks and occasional meal preparation under the advisory of a Registered Nurse for individuals with special needs in their homes. A Hospice Aide is a caring and compassionate person who has the maturity to assume the...