Senior Wealth Management Professional

4 weeks ago


Southlake, Texas, United States Charles Schwab Full time

Empower Your Career with Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Sr. Manager, Wealth Advisor within our Schwab Wealth Advisory team, you'll have a direct impact on the lives of clients, working as a fiduciary to deliver an exceptional client experience. Our advice philosophy empowers you to use a vast array of products, setting you up for success to help clients manage their complex portfolios and achieve their goals.

What You'll Need
• CFP designation or CFA designation
• Bachelors degree
• Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
• 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's in it for you
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. 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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