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Senior Manager, Investment Advisor

2 months ago

Wayne, Pennsylvania, United States Charles Schwab Full time
About the Role

Innovative Thinking Meets Financial Expertise

As a Senior Manager in the Investment Advisory division at Charles Schwab, you will be part of a distinguished, fee-based, and non-discretionary advisory service. This role emphasizes building strong client relationships, delivering specialized support, and providing continuous guidance rooted in Schwab's investment philosophy.

Your Responsibilities

In this position, you will:

  • Utilize a comprehensive suite of investment products, including stocks, bonds, ETFs, mutual funds, and more, to assist clients in managing intricate portfolios.
  • Empower clients to achieve their financial objectives through tailored advice and strategic planning.
  • Mentor and develop junior team members, fostering a collaborative and growth-oriented environment.
Qualifications

The ideal candidate will possess:

  • A Bachelor’s degree.
  • A minimum of five years of direct client engagement experience in the financial services sector.
Our Culture

At Charles Schwab, we pride ourselves on a supportive and purpose-driven culture that prioritizes your professional development. We provide the necessary resources to help you make a meaningful impact in the finance industry.

Benefits

We offer a comprehensive benefits package, including:

  • 401(k) plan with company matching.
  • Employee stock purchase plan.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

Join us in transforming the finance industry while advancing your career in wealth management.