Senior Wealth Advisor
2 weeks ago
At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to finance combines creative problem-solving with a commitment to excellence, empowering you to challenge the status quo and drive positive change in the industry.
As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory, you'll join a premier, fee-based investment advisory solution that provides clients with personalized service, specialized expertise, and ongoing advice built on Schwab's approach to investing. You'll have a direct impact on client success, working as a fiduciary within a dedicated team to deliver an exceptional client experience.
With a vast array of products at your disposal, including stocks, bonds, ETFs, mutual funds, and separately managed accounts, you'll be empowered to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, deepening relationships with industry-leading advisors and mentoring junior team members.
What You'll NeedTo succeed in this role, you'll require:
- CFP or CFA designation
- Bachelor's degree
- Active and valid FINRA Series 7 license
- Active and valid FINRA Series 66 license (may be obtained within 120 days of employment)
- Five or more years of advisory experience
Preferred qualifications include five or more years of direct client experience in the financial services industry.
What's in It for YouAt Charles Schwab, we're committed to empowering your personal and professional growth. Our purpose-driven culture, focus on development, and Hybrid Work and Flexibility approach ensure you'll have the tools and support you need to make a positive impact in the finance industry.
We offer a competitive benefits package that takes care of your whole well-being, including:
- 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
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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