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Wealth Advisory Team Leader
2 months ago
At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively.
As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and non-discretionary investment advisory solution. This role provides clients with a personal relationship, specialized service, and ongoing guidance based on Schwab's investment philosophy.
You will have a direct influence on clients' lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advisory philosophy will empower you to utilize a broad range of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading. This comprehensive approach sets you up for success in assisting clients with their complex portfolios and achieving their financial objectives.
In this role, you will grow within an experienced, collaborative team while deepening relationships with various partners, including industry-leading advisors. Additionally, you will have the opportunity to mentor junior SWA team members.
What You HaveRequired Qualifications:- 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
- Five or more years working directly with clients in the financial services industry highly preferred
In addition to the competitive salary, this role is also eligible for bonus or incentive opportunities.
What's in it for YouAt Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll receive the tools necessary to make a positive difference in the finance industry.
We offer a comprehensive benefits package that supports your overall well-being, including:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
