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Client-Focused Wealth Advisor

2 months ago

Marquand, Missouri, United States Charles Schwab Full time
Your Opportunity

At Charles Schwab, our Investor Advice Solutions encompass a range of services including Wealth Advisory, Centralized Operations, and specialized Tax, Trust, and Estate planning. Our Wealth Advisory team is dedicated to providing a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance tailored to each client's unique investment approach.

The Centralized Operations team plays a crucial role in supporting our wealth management clients, while our Tax, Trust, and Estate specialists address the intricate wealth management requirements of our clientele through dedicated Planning and Wealth Strategy teams. We are committed to delivering specialized solutions that cater to income generation, risk management, and liquidity needs.

As a Manager, Wealth Advisor, you will collaborate with clients to develop a holistic wealth strategy and provide ongoing guidance that aligns with their financial aspirations and adapts to their evolving life circumstances.

We prioritize integrity, transparent communication, extensive market knowledge, and a strong commitment to client service. If you seek a dynamic, client-centric environment that invests in your professional growth and values your contributions, consider a career as a Manager, Wealth Advisor at Charles Schwab.

What You Bring

As a Manager, Wealth Advisor, you will operate as a fiduciary within our Wealth Advisory framework, providing ongoing support to clients through a virtual relationship while having the opportunity to engage with your designated market and clientele. Our advisory philosophy empowers you to utilize a comprehensive suite of wealth management products to assist clients with complex portfolios and sophisticated wealth planning needs.

Your responsibilities will include:

Customized Client Engagement:
  • Designing a tailored, comprehensive portfolio and offering advice that aligns with clients' specific objectives, with the flexibility to adjust as their needs evolve.
Comprehensive Wealth Management:
  • Creating, implementing, and continuously monitoring Investment Policy Statements that define investment goals, preferences, and risk tolerance in accordance with Schwab's investment philosophy.
Collaborative Team Dynamics:
  • Building strong partnerships with Schwab Branch business associates and financial planners while managing and expanding a practice focused on high-net-worth clients.
With access to essential tools, resources, and support, you will excel in portfolio management.

Specifically, you will benefit from:
  • Client relationship management software that facilitates seamless interactions.
  • Financial Planning software tailored for customized client-centric portfolio solutions.
  • Access to both third-party and proprietary research to enhance your advisory recommendations.
  • Ongoing training and a commitment to your professional development.
We emphasize high performance, quality service, and the effective execution of our Wealth Advisory strategy.

Key qualifications include:
  • Active and valid FINRA Series 7 license.
  • Active and valid FINRA 66 license (may be obtained within a specified timeframe).
  • Bachelor's degree required.
  • CFP designation is strongly preferred.
  • A minimum of three years of advisory experience.
  • Five or more years of direct client engagement in the financial services sector is highly preferred.
This position offers a competitive salary range and is eligible for bonus or incentive opportunities.