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Senior Wealth Advisor
2 months ago
At Charles Schwab, we're seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will play a critical role in delivering exceptional client experiences and providing personalized investment advice to our clients.
Key Responsibilities- Provide comprehensive financial planning and investment advice to clients, utilizing a fee-based, non-discretionary investment advisory solution.
- Work closely with clients to understand their financial goals and objectives, and develop tailored investment strategies to help them achieve their goals.
- Collaborate with other Schwab Wealth Advisory team members to deliver a seamless client experience and ensure that clients receive the highest level of service.
- Stay up-to-date on industry trends and developments, and maintain a deep understanding of Schwab's investment products and services.
- Mentor and support junior team members to help them develop their skills and knowledge.
- CFP designation or CFA designation required.
- Bachelor's 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.
- Five or more years working directly with clients in the financial services industry highly preferred.
At 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. 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.
