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Senior Wealth Advisor
2 months ago
At Charles Schwab, we're committed to empowering our employees' personal and professional 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, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
Key Responsibilities:- Work as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
- Empower clients to manage their complex portfolios and achieve their goals using a vast array of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading.
- Mentor junior SWA team members and deepen relationships with various partners, including industry-leading advisors.
- 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.
- A competitive benefits package that takes care of the whole you – both today and in the future.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.