Senior Wealth Advisor

2 weeks ago


Huntington Park, California, United States Charles Schwab Full time
Unlock Your Potential as a Senior Wealth Advisor

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience.

Key Responsibilities:
  • Provide personalized investment advice to clients, leveraging a vast array of products to help them achieve their financial goals.
  • Work collaboratively with a team of experienced professionals to deliver exceptional client service and support.
  • Mentor junior team members, sharing your expertise and knowledge to help them grow and develop in their careers.
  • Stay up-to-date on industry trends and developments, applying your knowledge to provide innovative solutions for our clients.
What We Offer:
  • A competitive salary and bonus structure, with opportunities for professional growth and development.
  • A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan with company match.
  • A hybrid work and flexibility approach, balancing our commitment to workplace flexibility with the need to serve our clients.
  • Opportunities for professional development, including tuition reimbursement and paid time for vacation, volunteering, and sabbatical leave.

We're looking for a highly motivated and experienced professional who is passionate about delivering exceptional client service and making a meaningful impact in the financial services industry. If you're looking for a challenging and rewarding career opportunity, we encourage you to apply.


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