Senior Wealth Management Professional

4 weeks ago


Newton, United States Charles Schwab Full time
About the Role

As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will have a direct impact on the lives of clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience. You will be empowered to use a vast array of products to help clients manage their complex portfolios and achieve their goals.

Key Responsibilities
  • Provide personalized advice and guidance to clients on investment strategies and wealth management.
  • Work collaboratively with the SWA team to deliver a premier, fee-based, and non-discretionary investment advisory solution.
  • Mentor junior team members and contribute to the growth and development of the team.
  • Develop and maintain relationships with industry-leading advisors and partners.
Requirements
  • CFP or CFA designation required.
  • Bachelor's degree.
  • Active and valid FINRA Series 7 and Series 66 licenses.
  • Five or more years of advisory experience.
What We Offer

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference 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 being together in person on a regular basis.

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.


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