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Senior Wealth Management Professional

2 months ago

Westlake, Ohio, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Charles Schwab. As a Sr. Manager, Wealth Advisor, you will play a key role in delivering exceptional client experiences and providing personalized advice to our clients.

Key Responsibilities
  • Develop and implement comprehensive wealth management strategies for high net worth clients
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Collaborate with cross-functional teams to provide integrated financial solutions
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations
Requirements
  • CFP designation or CFA designation
  • Bachelor's degree
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license
  • Five or more years of advisory experience
Preferred Qualifications
  • Five or more years working directly with clients in the financial services industry
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. 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.

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