Wealth Management Professional
18 hours ago
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.
- 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
- 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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Senior Wealth Management Professional
2 weeks ago
Roanoke, Texas, United States STANSBERRY ASSET MANAGEMENT, LLC Full timeJob OverviewAt Stansberry Asset Management, LLC, we are committed to providing exceptional wealth management services to our high-net-worth clients. As a Wealth Manager, you will play a critical role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesConduct thorough financial assessments for clients, analyzing income,...
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Wealth Management Professional
2 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential as a Sr. Manager, Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.As a Sr. Manager, Wealth Advisor within Schwab...
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Wealth Management Professional
17 hours ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential as a Sr. Manager, Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Sr. Manager, Wealth Advisor...
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Wealth Management Professional
4 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential as a Sr. Manager, Wealth AdvisorAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. 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 personalized...
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Wealth Management Professional
3 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential as a Sr. Manager, Wealth AdvisorAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative approach combines creative problem-solving with a passion for delivering exceptional client experiences.As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA),...
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Wealth Management Expert
2 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential as a Sr. Manager, Wealth AdvisorAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. 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 personalized...
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Financial Planning and Advice Professional
2 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking talented individuals to join our...
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Financial Planning and Advice Professional
2 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeUnlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking talented individuals to join our...
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Alternative Investment Specialist
1 month ago
Roanoke, Texas, United States Charles Schwab Full time{"title": "Senior Manager, Alternative Investment Consultant", "description": "Unlock Your Potential in Alternative InvestmentsAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Manager, Alternative Investment Consultant, you'll play a critical role in helping our ultra-high-net-worth clients...
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Data Architect Director
18 hours ago
Roanoke, Texas, United States Fidelity Investments Full timeJob Title: Director, Data ArchitectureAbout the RoleFidelity Investments is seeking an experienced Director of Data Architecture to lead our data architecture and modeling efforts. As a key member of our technology team, you will be responsible for developing and implementing data architecture strategies that drive business growth and improve operational...
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Insurance Sales Professional
3 weeks ago
Roanoke, Texas, United States Burk Group Investments LLC Full timeJob OpportunityWe are a dynamic team at Burk Group Investments LLC seeking a highly motivated and experienced Licensed Sales Representative to join our office in Roanoke, Texas. As a key member of our team, you will play a crucial role in driving business growth by engaging new prospects and building strong relationships with existing customers.Key...
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Data Modeler
4 weeks ago
Roanoke, Texas, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Principal Data Modeler to join our Customer Data and Marketing Technology group within Fidelity Wealth organization. As a key member of our team, you will be responsible for designing and developing large-scale data processing systems for analytical and operational use cases.Key ResponsibilitiesCollaborate with...
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Experienced Tax Professional
1 month ago
Roanoke, Texas, United States Jackson Hewitt Full time{"title": "Tax Manager", "content": "Unlock Your Tax ExpertiseAt Jackson Hewitt, we're seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you'll leverage your extensive tax knowledge and experience to propel our clients to the next level. You'll provide exceptional client service while connecting with clients in a fast-paced...
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Linux Operations Manager
1 week ago
Roanoke, Texas, United States Wells Fargo Full timeAbout this RoleWe are seeking a highly skilled Linux Operations Manager to join our team at Wells Fargo. As a key member of our Chief Technology Office, you will be responsible for managing a team of analysts who monitor and maintain our large-scale applications, systems, and databases.Key ResponsibilitiesManage a team of analysts to ensure smooth operation...
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Senior Risk Manager
18 hours ago
Roanoke, Texas, United States Charles Schwab Full timeJob Title: Senior Risk ManagerAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.We're seeking a Senior Risk Manager to join our Retail Supervision and...
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Security Development Manager
3 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeJob Title: Security Development ManagerAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Job Summary:We're seeking a highly skilled Security...
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Category Sourcing Manager
4 days ago
Roanoke, Texas, United States Time Manufacturing Company Full timeJob Title: Category Sourcing ManagerTime Manufacturing Company is a leading global provider of vehicle-mounted aerial lifts and equipment, serving industries that demand reliability, safety, and precision. We are committed to delivering high-quality products and exceptional service, and we are seeking a skilled Category Sourcing Manager to join our team.Job...
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Security Development Manager
3 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeJob OpportunityWe are seeking a highly skilled Security Development Manager to join our team at Charles Schwab. As a key member of our security team, you will be responsible for providing application security guidance and recommendations to our development teams.Key Responsibilities:Consult with development teams to provide application security guidance and...
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Customer Experience Manager, Platinum Desk
2 weeks ago
Roanoke, Texas, United States Robinhood Full timeAbout the RoleWe are seeking a highly skilled Customer Experience Manager to lead our Platinum Desk team in delivering exceptional service to our most valued customers. As a key member of our Customer Experience team, you will be responsible for developing and implementing strategies to drive customer satisfaction and loyalty.Key ResponsibilitiesLead a team...
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Security Development Manager
2 weeks ago
Roanoke, Texas, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Security Development Manager to join our team at Charles Schwab. As a key member of our security team, you will be responsible for ensuring the security and integrity of our software applications and systems.Key ResponsibilitiesCollaborate with development teams to provide application security guidance and...