Senior Wealth Management Professional
6 days ago
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.
-
Senior Wealth Advisor
1 week ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and advice to high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans for...
-
Financial Wealth Strategist
2 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timePosition OverviewAbout UsIn a world where trust is paramount, we prioritize our clients' needs above all else. Our mission is clear: to provide exceptional value and guidance to those we serve. We believe that integrity and transparency are the cornerstones of our success.At Carson Group Holdings, LLC, we operate through three key divisions, all dedicated to...
-
Financial Wealth Strategist
2 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timePosition OverviewAbout UsIn a world where trust is paramount, we prioritize our clients' needs above all else. Our mission is to deliver exceptional value while fostering lasting relationships. We are committed to being a beacon of reliability in financial guidance.Carson Group Holdings, LLC operates through three main divisions, each dedicated to enhancing...
-
Financial Wealth Consultant
2 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timePosition OverviewAbout UsIn a world that is becoming increasingly intricate, we prioritize a simple principle: always prioritize the client. Our success is measured by the value we provide to those we serve. We believe in the importance of integrity and the idea that time will reveal the true character of our actions, especially when we embrace...
-
Certified Medication Aide
4 days ago
Omaha, Nebraska, United States Cedarhurst Senior Living Full timeAbout the RoleCedarhurst Senior Living is seeking a highly skilled and compassionate Certified Medication Aide to join our team at our La Vista community. As a key member of our care team, you will play a vital role in promoting the health, well-being, and independence of our residents.Key ResponsibilitiesProvide direct resident care services, including...
-
Income Tax Professional
6 days ago
Omaha, Nebraska, United States Charles Schwab Full timeJob SummaryThe Senior Tax Specialist plays a critical role in ensuring the company's tax compliance and planning needs are met. This individual will assist the compliance team in a variety of tasks, including coordinating data requests, preparing and reviewing tax returns, and maintaining compliance calendars.Key ResponsibilitiesCoordinate data requests for...
-
Senior Tax Advisor
2 weeks ago
Omaha, Nebraska, United States BerganKDV Full timePosition Overview:BerganKDV is a reputable firm that collaborates with financial advisors to deliver comprehensive tax consulting and compliance solutions.The Senior Tax Associate will partner with Tax Managers and Directors to support the preparation of client deliverables. This role entails the primary preparation of all assigned tax returns and...
-
Financial Services Director
6 days ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe 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 advice to high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans for...
-
Senior Tax Specialist
3 days ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleThe Senior Tax Specialist plays a critical role in ensuring the company's tax compliance and planning needs are met. This individual will assist the compliance team in a variety of tasks, including coordinating data requests, preparing and reviewing tax returns, and maintaining compliance calendars.Key ResponsibilitiesCoordinate data requests...
-
Financial Services Leader
6 days ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe 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 delivering exceptional client experiences and providing personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment strategies...
-
Senior Audit Manager
2 weeks ago
Omaha, Nebraska, United States FORVIS Full timePosition Overview As a leading professional services firm, Forvis Mazars is dedicated to delivering assurance services that extend beyond mere compliance. In this role, you will enhance the credibility of our clients' financial statements, convey information with clarity and objectivity, and offer insights that assist clients in optimizing their operations....
-
Senior Communications Specialist
1 week ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timeJob OverviewAbout UsIn a world that often feels overwhelming, we prioritize trust and integrity, ensuring our clients are always at the forefront of our mission. Our commitment to excellence is reflected in our service, as we strive to deliver unparalleled value to those we assist. Our belief is simple: doing good leads to doing well.Carson Group Holdings,...
-
Account Management Professional
6 days ago
Omaha, Nebraska, United States The Reserves Network Inc Full timeJob OpportunityWe are seeking a highly skilled and experienced Senior Account Manager to join our team at The Reserves Network Inc. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesTerritory...
-
Financial Services Leader
6 days ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive investment strategies for...
-
Senior Financial Manager
2 weeks ago
Omaha, Nebraska, United States North End Teleservices, LLC Full timeJob OverviewJoin a dynamic and expanding organization that offers opportunities for professional growth. We provide amenities such as a fitness center, dining options, and convenient parking facilities. Our team is rapidly evolving, and we seek a proactive individual with a strong foundation in finance and accounting.Key Responsibilities:The Senior Financial...
-
Senior Client Relationship Manager
2 weeks ago
Omaha, Nebraska, United States McKenzie Fox Full timePosition: Senior Client AdministratorCompany: McKenzie FoxWe are seeking a skilled professional to join our Client Services division as a Senior Client Administrator. In this pivotal role, you will report directly to the Senior Manager and be tasked with overseeing client interactions, facilitating effective communication, formulating strategic initiatives,...
-
Certified Medication Aide
2 weeks ago
Omaha, Nebraska, United States Aksarben Village Senior Living Full timePosition OverviewAksarben Village Senior Living is dedicated to enhancing the quality of life for our residents. We are seeking a committed Certified Medication Aide to join our compassionate team. This role is essential in providing personalized care and support to our senior residents, ensuring their comfort and well-being.Key ResponsibilitiesMedication...
-
Senior Client Service Administrator
2 weeks ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to delivering exceptional client experiences. As a Senior Client Service Administrator - Equity Compensation, you'll play a critical role in creating and implementing world-class client experiences for our largest, most complex corporate clients.Key ResponsibilitiesAct as an operational subject matter expert...
-
Senior Project Manager
3 days ago
Omaha, Nebraska, United States ASCEND MINDS Full timeJob Title: Senior Project Manager - Transportation and LogisticsJob Summary: We are seeking an experienced Senior Project Manager to lead a cross-functional software development effort for our Transportation Management System (TMS) project. The successful candidate will have a strong background in project management, Agile methodologies, and experience...
-
Omaha, Nebraska, United States Creighton University Full timeThe Senior Faculty Director for Pre-Professional Advising is a key member of the Center for Advising Resources and Support team and reports to the Director. Creighton's Center for Advising Resources and Support (CARS) is a collaborative hub for advising. This is a 12-month position and includes opportunities for teaching and faculty research. Key...