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Senior Wealth Management Professional
2 months ago
We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.
Key Responsibilities- Develop and implement comprehensive investment plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Provide ongoing portfolio management and monitoring, making adjustments as needed to ensure clients' goals are met.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions.
- Collaborate with internal teams, including financial advisors, account managers, and other support staff, to ensure seamless client service.
- Stay up-to-date with industry trends, market developments, and regulatory changes, applying this knowledge to inform investment decisions and client advice.
- 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 are 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.
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.
