Wealth Management Professional
17 hours ago
At 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 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.
You'll have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
Key Responsibilities- Deliver personalized investment advice to clients, leveraging a vast array of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading.
- Collaborate with a dedicated team to develop and implement comprehensive investment strategies that meet clients' unique needs and goals.
- Mentor junior team members, sharing your expertise and experience to help them grow and develop in their careers.
- Develop and maintain strong relationships with clients, partners, and industry-leading advisors, ensuring seamless communication and exceptional service.
At Schwab, we're committed to your success and offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
We're looking for a motivated and experienced professional who is passionate about delivering exceptional client service and driving business growth. If you're a strategic thinker with a strong track record of success in the financial services industry, we encourage you to apply for this exciting opportunity.
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