Senior Wealth Advisor

1 week ago


Los Angeles, California, United States Charles Schwab Full time
Unlock Your Potential as a Senior Wealth Advisor

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.

Key Responsibilities:
  • Deliver exceptional client experiences as a fiduciary within a dedicated Schwab Wealth Advisory team.
  • Work closely with clients to understand their financial goals and develop personalized investment strategies.
  • Collaborate with a team of experienced professionals to deliver comprehensive wealth management solutions.
  • Mentor junior team members and contribute to the growth and development of the team.
Requirements:
  • CFP or CFA designation required.
  • Bachelor's degree.
  • Active and valid FINRA Series 7 and Series 66 licenses.
  • Five or more years of advisory experience.
What We Offer:
  • A competitive salary range.
  • Bonus or incentive opportunities.
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • A supportive culture that prioritizes employee development and well-being.

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