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Senior Manager, Wealth Advisory Services

2 months ago

Los Angeles, California, United States Charles Schwab Full time
Position Type: Regular Your Opportunity

At Charles Schwab, you are empowered to shape your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry together.

As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a distinguished, fee-based, and non-discretionary investment advisory service, offering clients a personalized relationship, specialized assistance, and continuous guidance grounded in Schwab's investment philosophy. You will directly influence clients' lives, acting as a fiduciary within a dedicated Schwab Wealth Advisory team to provide an outstanding client experience. SWA's advisory approach will enable you to utilize a wide range of investment products (such as stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), equipping you to help clients navigate their more intricate portfolios and achieve their financial objectives. You will thrive within a seasoned, collaborative team while strengthening relationships with various partners, including leading industry advisors. Additionally, you will have the chance to mentor junior members of the SWA team. If you seek to grow with a firm that challenges you to enhance your wealth management expertise while helping clients achieve their goals, this opportunity may be ideal for you.

What You Have

Required:

  • CFP or CFA designation is mandatory
  • Bachelor's degree
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license required (may be obtained within a 120-day condition of employment)
  • Five or more years of advisory experience
Preferred:
  • Five or more years of direct client interaction in the financial services sector is highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in It for You

At Charles Schwab, we are dedicated to empowering our employees' personal and professional growth. Our purpose-driven, supportive culture, and focus on your development ensure you receive the tools necessary to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of in-person collaboration.

We provide a competitive benefits package that supports your overall well-being – both now and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
  • Paid parental leave and family-building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance