Senior Wealth Management Professional

6 days ago


Omaha, Nebraska, United States Charles Schwab Full time

About the Role

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. 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, utilizing a wide range of financial products and services.
  • Provide ongoing portfolio management and monitoring, ensuring that client goals and objectives are met.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored advice and guidance.
  • Collaborate with internal teams, including financial advisors, account managers, and other support staff, to ensure seamless client service.
  • Mentor and train junior team members, sharing knowledge and expertise to drive team success.

Requirements

  • CFP or CFA designation required.
  • Bachelor's degree.
  • Active and valid FINRA Series 7 and Series 66 licenses.
  • Five or more years of advisory experience.

Preferred Qualifications

  • Five or more years of experience working directly with clients in the financial services industry.

Why Schwab?

We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits

We offer a competitive and flexible package designed to empower you for today and tomorrow. Our benefits package includes a range of perks and rewards that support your well-being, career growth, and financial security.



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