Senior Wealth Advisor Manager - Client-Focused & Impactful

Charles Schwab; Indianapolis (IN); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will deliver fiduciary wealth advisory services, develop customized financial plans, and mentor junior team members while collaborating with partners to provide exceptional client experiences.

You will hold CFP or CFA designation, maintain FINRA Series 7 and 66 licenses, and bring 5+ years of advisory experience to serve clients with comprehensive portfolios and solutions.

Qualifications

• CFP designation or CFA designation.
• Bachelor’s 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, including creating and customizing financial plans and portfolios for clients.

Responsibilities

• Deliver fiduciary wealth advisory services and ongoing financial guidance to clients.
• Develop and customize financial plans and portfolios for clients.
• Mentor junior SWA team members and collaborate with partners in the Wealth Advisory group.

Skills

Client relationship management

Financial planning

Portfolio construction

Regulatory compliance

Education

CFP designation

CFA designation

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will deliver fiduciary wealth advisory services, develop customized financial plans, and mentor junior team members while collaborating with partners to provide exceptional client experiences.

You will hold CFP or CFA designation, maintain FINRA Series 7 and 66 licenses, and bring 5+ years of advisory experience to serve clients with comprehensive portfolios and solutions.