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Wealth Management Professional

2 months ago

Roanoke, Texas, United States Charles Schwab Full time
Unlock Your Potential as a Sr. Manager, Wealth Advisor

At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you'll join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with personalized relationships, specialized service, and ongoing advice built on Schwab's approach to investing.

You'll have a direct impact on clients' lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to leverage a vast array of products, setting you up for success 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 SWA team members.

What You'll Bring
  • CFP or CFA designation
  • Bachelor's degree
  • Active and valid FINRA Series 7 license (may be obtained within 120 days)
  • Active and valid FINRA Series 66 license required (may be obtained within 120 days)
  • Five or more years of advisory experience

In addition to a competitive salary range, this role is eligible for bonus or incentive opportunities.

What's in It for You

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and Hybrid Work and Flexibility approach balance our commitment to workplace flexibility, serving our clients, and being together in person on a regular basis.

We offer a comprehensive benefits package that takes care of the whole you – both today and in the future:

  • 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 for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance