Wealth Management Professional

1 week ago


Colleyville, Texas, United States Charles Schwab Full time
Unlock Your Potential as a Sr. Manager, Wealth Advisor

At Charles Schwab, we're 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.

Key Responsibilities:
  • Deliver exceptional client experiences as a fiduciary within a dedicated Schwab Wealth Advisory team.
  • Work collaboratively with industry-leading advisors to deepen relationships and grow within an experienced team.
  • Mentor junior SWA team members and contribute to the development of wealth management expertise.
  • Utilize a vast array of products to help clients manage complex portfolios and achieve their goals.
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.
What We Offer:
  • A competitive benefits package, including 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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