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Financial Services Leader

2 months ago

Omaha, Nebraska, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for delivering exceptional client experiences and providing personalized investment advice to our clients.

Key Responsibilities
  • Develop and implement comprehensive investment strategies for clients, taking into account their unique financial goals and objectives.
  • Provide ongoing portfolio management and monitoring, ensuring that clients' investments are aligned with their risk tolerance and investment objectives.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions to meet their needs.
  • Collaborate with other members of the Schwab Wealth Advisory team to share best practices and stay up-to-date on industry trends and developments.
  • Mentor and support junior team members, helping to develop their skills and expertise.
Requirements
  • CFP designation or CFA designation required.
  • Bachelor's degree.
  • Active and valid FINRA Series 7 license.
  • 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

At Charles Schwab, we are 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 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.