Senior Manager, Wealth Advisory Services

1 week ago


Los Angeles, California, United States Charles Schwab Full time
Position Type: Regular Your Opportunity

At Charles Schwab, you are encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance industry together.

As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and non-discretionary investment advisory service, offering clients a personalized relationship, specialized assistance, and continuous guidance grounded in Schwab's investment philosophy. You will directly influence the lives of clients, acting as a fiduciary within a dedicated Schwab Wealth Advisory team to provide an outstanding client experience. SWA's advisory philosophy will enable you to utilize a wide range of products (including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), equipping you to assist clients in managing their more intricate portfolios and achieving their financial objectives. You will thrive within an experienced, collaborative team while enhancing relationships with various partners, including leading industry advisors. Additionally, you will have the chance to mentor junior SWA team members. If you seek to grow with a firm that will challenge you to deepen your wealth management expertise, in a role that allows you to assist clients while pursuing your passion, this may be the right opportunity for you.

What You Have

Required:

  • CFP 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 within a 120-day condition of employment)
  • Five or more years of advisory experience
Preferred:
  • Five or more years of direct client interaction in the financial services sector 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 Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, along with a focus on your development, ensures you 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 provide a competitive benefits package that addresses the holistic needs of our employees – 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


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