Senior Wealth Advisor Leader — Client Portfolios & Mentorship

Charles Schwab; Orlando (FL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

28-day sabbatical after every 5 years

Job summary

Charles Schwab in Orlando is seeking a Sr. Manager, Wealth Advisor. You’ll lead a team providing personalized investment advisory solutions, mentoring junior members while fostering impactful client relationships.

The ideal candidate possesses a CFP® or CFA® designation, a Bachelor's degree, and FINRA Series 7 and 66 licenses. Enjoy a competitive benefits package and a hybrid work environment that prioritizes meaningful work and trust.

Qualifications

• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
• Experience working directly with clients in the financial services industry highly preferred.

Responsibilities

• Join a dedicated Schwab Wealth Advisory team to deliver exceptional client experience.
• Mentor junior SWA team members.
• Help clients manage complex portfolios and achieve their goals.

Skills

CFP® designation or CFA® designation

Five or more years of advisory experience

Active and valid FINRA Series 7 license

Active and valid FINRA Series 66 license

Education

Bachelor’s degree

Job description

Charles Schwab in Orlando is seeking a Sr. Manager, Wealth Advisor. You’ll lead a team providing personalized investment advisory solutions, mentoring junior members while fostering impactful client relationships.

The ideal candidate possesses a CFP® or CFA® designation, a Bachelor's degree, and FINRA Series 7 and 66 licenses. Enjoy a competitive benefits package and a hybrid work environment that prioritizes meaningful work and trust.