Senior Wealth Advisor

5 days ago


Cambridge, Massachusetts, United States Charles Schwab Full time

Unlock Your Potential as a Senior Manager, Wealth Advisor

At Schwab, you'll have the opportunity to make a meaningful impact on your career and the lives of our clients. Our innovative approach to finance and commitment to creative problem-solving will empower you to challenge the status quo and drive success.

As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you'll join a premier, fee-based, and non-discretionary investment advisory solution. You'll work closely with clients to deliver exceptional service and specialized advice, leveraging a vast array of products to help them achieve their goals. With a focus on fiduciary responsibility and a collaborative team environment, you'll have the support and resources you need to succeed.

What You'll Need

• CFP designation or CFA designation required
• Bachelor's degree
• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
• Five or more years of advisory experience

What's in It for You

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll have the tools you need to make a positive impact in the finance industry. Our competitive benefits package includes a 401(k) with company match, paid time off, and tuition reimbursement, among other perks.



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