Senior Wealth Management Advisor

2 weeks ago

San Francisco, California, United States Charles Schwab Full time
Position Type: Regular
Your opportunity

Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance grounded in Schwab's investment philosophy.

As a Senior Manager, Wealth Advisor, you will collaborate with clients to develop a comprehensive wealth management strategy and deliver ongoing advice that aligns with their financial goals and adapts to their evolving circumstances.

We prioritize integrity, transparent communication, robust market expertise, and a commitment to client service. If you seek to be part of a dynamic, client-centric firm that invests in your professional growth and values your contributions, consider a career as a Senior Manager, Wealth Advisor.

Senior Manager, Wealth Advisors operate as fiduciaries within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

You will provide ongoing advisory services to clients through a virtual relationship, with opportunities to engage with your assigned market and clientele. SWAI's advisory philosophy allows you to utilize a wide range of holistic wealth management solutions as you assist clients with more extensive and sophisticated portfolios and wealth planning requirements. In this role, your responsibilities will include:

Personalized Approach:

  • Crafting a tailored, comprehensive portfolio and delivering advice designed to meet clients' unique objectives while being adaptable to their changing needs.

Comprehensive Wealth Management Strategy:

  • Formulating, executing, and continuously monitoring Investment Policy Statements that delineate investment objectives, preferences, and risk tolerance in accordance with Schwab's investment philosophy.

Experienced Team Collaboration:

  • Cultivating strong collaborative relationships with Schwab Branch business partners and financial planners while maintaining and expanding an assigned practice of high-net-worth clients.

You will have access to the tools, resources, and support necessary to thrive in a portfolio management environment.

Specifically:

  • Client relationship management software facilitating seamless client interactions.
  • Financial Planning software tailored for customized, client-focused portfolio solutions.
  • Access to third-party and proprietary research to bolster advisory recommendations.
  • Ongoing training and a commitment to your professional development.

What you possess:

  • CFP or CFA designation required.
  • Bachelor's degree required.
  • Active and valid FINRA Series 7 license required (may consider a 90-day COE).
  • 66 license required (may be obtained with a 120-day COE).
  • A minimum of five years of advisory experience required.
  • A minimum of five years of direct client interaction in the financial services sector is highly preferred.

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

At Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development ensure you have 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.

We offer 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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