Wealth Management Professional

3 weeks ago


Holly, Colorado, United States Charles Schwab Full time
Unlock Your Potential as a Sr. Manager, Wealth Advisor

At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative approach combines creative problem-solving with a passion for excellence, driving us to challenge the status quo and transform the industry together.

About the Role

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution. You will work closely with clients to deliver exceptional service, providing personalized advice and guidance to help them achieve their financial goals. With a vast array of products at your disposal, you will have the opportunity to grow and develop your skills, working collaboratively with a dedicated team to drive success.

What You'll Need
  • CFP or CFA designation
  • Bachelor's degree
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license
  • Five or more years of advisory experience
What's in it for You

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and Hybrid Work and Flexibility approach make us an attractive employer. Our competitive benefits package includes:

  • 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


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