Wealth Management Professional

18 hours ago


Roanoke, Texas, United States Charles Schwab Full time
Unlock Your Potential as a Sr. Manager, Wealth Advisor

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you'll join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.

Key Responsibilities:
  • Work as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
  • Develop and implement investment strategies for clients, utilizing a vast array of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading.
  • Mentor junior SWA team members and collaborate with industry-leading advisors to deepen relationships and drive business growth.
Requirements:
  • CFP designation or CFA designation
  • Bachelor's degree
  • Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
  • Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
  • Five or more years of advisory experience
What We Offer:
  • A competitive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and tuition reimbursement
  • A supportive culture that prioritizes your development and well-being
  • The opportunity to work with a leading financial services company and make a positive impact on the finance industry


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