Strategic Portfolio Manager

5 days ago


Los Angeles, California, United States Charles Schwab Full time
Job Overview
Schwab Wealth Advisory is seeking a highly skilled Strategic Portfolio Manager to join our team. This role offers a unique opportunity to work with clients in the financial services industry, helping them achieve their goals and manage complex portfolios.

About the Role
This position involves working directly with clients, providing personalized service and ongoing advice on investment strategies. As a Strategic Portfolio Manager, you will be responsible for using your expertise to help clients navigate the financial markets and make informed decisions about their investments.

Key Responsibilities
- Develop and implement customized investment plans for clients
- Provide ongoing portfolio management and monitoring services
- Collaborate with other professionals to ensure seamless client service

Requirements
- CFP designation or CFA designation required
- Bachelor's degree
- Active and valid FINRA Series 7 license (may consider a 90-day COE)
- 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 preferred

Benefits
Schwab Wealth Advisory offers a competitive salary range of $100,000 - $150,000 per year, plus bonus opportunities based on performance. Our benefits package includes a comprehensive health insurance plan, 401(k) matching program, paid time off, and employee stock purchase plan. We also offer tuition reimbursement and parental leave benefits to support our employees' personal and professional growth.

About Schwab Wealth Advisory
Schwab Wealth Advisory is a premier, fee-based, non-discretionary investment advisory solution that provides clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Our purpose-driven culture and focus on employee development mean we are committed to supporting our employees' success and well-being.

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