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Senior Wealth Advisor

2 months ago


Somerville, Massachusetts, United States Charles Schwab Full time
Unlock Your Potential as a Senior Manager, Wealth Advisor

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.
Requirements:
  • 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 We Offer:
  • 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.