Senior Wealth Advisor

2 weeks ago


Jersey City, New Jersey, United States Charles Schwab Full time
Overview

At Charles Schwab, you'll have the opportunity to make a positive impact on your career and the lives of our clients. As a Senior Wealth Advisor within our Schwab Wealth Advisory (SWA) team, you'll be part of a premier, fee-based investment advisory solution that empowers you to deliver exceptional client experiences.

Schuwab's approach to investing is built on a philosophy of fiduciary care, enabling you to work closely with clients to understand their goals and develop customized strategies for achieving success. You'll have access to a vast array of products, including stocks, bonds, ETFs, mutual funds, and option trading, allowing you to help clients manage complex portfolios and achieve their objectives.

As a collaborative and experienced team member, you'll have the opportunity to mentor junior colleagues and grow professionally in a supportive environment.

  • Jersey City, New Jersey, United States Charles Schwab Full time

    Wealth Advisor, Schwab Wealth Advisory at Charles Schwab summary: As a Wealth Advisor at Schwab, I provide personalized investment advisory services to clients by leveraging a wide range of financial products. My role focuses on building strong client relationships and delivering customized financial plans that help achieve their financial goals. With over...


  • Jersey City, New Jersey, United States Charles Schwab Full time

    Wealth Advisor, Schwab Wealth Advisory at Charles Schwab summary: As a Wealth Advisor at Schwab, I provide personalized investment advisory services to clients by leveraging a wide range of financial products. My role focuses on building strong client relationships and delivering customized financial plans that help achieve their financial goals. With over...


  • Jersey City, New Jersey, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Jersey City, New Jersey, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Jersey City, New Jersey, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Jersey City, New Jersey, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought   meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based,...


  • Jersey City, New Jersey, United States Charles Schwab Full time

    Job SummaryThe Senior Wealth Advisor role at Charles Schwab involves working directly with high net worth individuals and families to develop personalized investment plans that meet their unique needs and goals. This position requires strong communication and interpersonal skills, as well as the ability to navigate complex financial situations and provide...


  • Jersey City, New Jersey, United States beBee Careers Full time

    Salary:A competitive compensation packageJob Description:Investment Advisory CareerAn exciting opportunity to launch your career as a Senior Wealth Advisor. Work closely with clients to develop personalized investment strategies and provide exceptional client service.About the RoleAs a Senior Wealth Advisor, you will be responsible for delivering...

  • Financial Advisor

    1 week ago


    Jersey City, New Jersey, United States beBee Careers Full time

    Salary:A highly competitive salaryJob Description:Wealth Management OpportunityYour chance to make a meaningful impact in the lives of clients as a Senior Wealth Advisor. Work closely with clients to understand their goals and develop personalized investment strategies tailored to their needs.About the RoleThis is an exciting opportunity to join our team and...

  • Wealth Advisor

    1 week ago


    New City, New York, United States Financial Recruiters International Full time

    A Boutique Wealth Firm in New City, NY is seeking an experienced Wealth Advisor to join their team and work an established book of business. This is a salaried position with a bonus, NOT a commission position with a draw. Work for an established firm with over $1B AUM that is looking for the right person to develop relationships with their existing client...