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Senior Wealth Management Advisor
2 months ago
Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group.
Schwab Wealth Advisory stands as a premier, fee-based, and non-discretionary investment advisory service that offers clients a personalized relationship, specialized support, and continuous guidance grounded in Schwab's investment philosophy.
The Centralized Service & Operations team serves Fixed Income and Schwab Wealth Advisory clients, acting as the client-facing support teams.The Tax, Trust, and Estate Group tackles intricate wealth management requirements through our Planning and Wealth Strategy teams.
Furthermore, they provide tailored products to address income generation, risk management, and liquidity needs.As a Senior Manager within Schwab Wealth Advisory, you will collaborate with clients to develop a holistic wealth strategy and deliver ongoing guidance that aligns with their objectives and adjusts to life transitions.
We prioritize integrity, transparent communication, extensive market knowledge, and a dedication to client service.If you seek to join a dynamic, client-centric firm that invests in your growth and values your contributions, consider a career as a Senior Manager within Schwab Wealth Advisory.
Senior Managers in Schwab Wealth Advisory operate as fiduciaries within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.You will provide continuous advice to clients through a virtual relationship, with opportunities to engage with your assigned market and clientele.
SWAI's advisory philosophy will empower you to utilize a broad range of comprehensive wealth management products as you assist clients with more substantial and sophisticated portfolios and wealth planning requirements.
In this Role, You Will Be Responsible For:
Personalized Approach:
Creating a tailored, comprehensive portfolio and offering advice that is designed to meet clients' unique goals while adapting to evolving needs.
Comprehensive Wealth Management Strategy:
Formulating, executing, and continuously monitoring Investment Policy Statements that delineate investment goals, objectives, preferences, and risk tolerance in line with Schwab's investment philosophy.
Collaborative Team Environment:
Fostering strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and expand an assigned practice of high-net-worth clients.
Specifically:
Client relationship management software that facilitates seamless client interactions.
Financial Planning software tailored for customized, client-focused portfolio solutions.
Access to third-party and proprietary research to underpin advice recommendations.
Ongoing training and a commitment to your professional development.
What You Have:
We place a high value on performance, quality service, and the capability to execute the SWAI strategy.
Essential Skills Include:
CFP or CFA designation required.
Bachelor's degree required.
Active and valid FINRA Series 7 license required (may consider a 90-day COE).
66 license required (may be obtained with a 120-day COE).
A minimum of five years of advisory experience required.
A minimum of five years working directly with clients in the financial services sector is highly preferred.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for You: At Schwab, we are dedicated to empowering our employees' personal and professional success.
Our purpose-driven, supportive culture, and focus on your development ensure you will receive the tools necessary to make a positive impact in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of in-person collaboration on a regular basis.
We offer a competitive benefits package that supports your overall well-being – both now and in the future:401(k) with company match and Employee stock purchase plan.
Paid time for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.
