Senior Wealth Advisor Manager — On-Site, Client Impact

Charles Schwab; Boston (MA); On-site; USD 180,000 - 280,000; Full time

Job summary

Charles Schwab seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Boston. You will provide fiduciary, fee-based advisory services, crafting and implementing complex client portfolios with a broad range of products.

The role emphasizes in-person collaboration and mentoring junior team members in a premier wealth management environment. Required credentials include CFP or CFA designation, a Bachelor's degree, FINRA Series 7 and 66 licenses, and 5+ years of advisory

Qualifications

• CFP AE or CFA AE designation required.
• Bachelor's degree required.
• Active FINRA Series 7 license; may be obtained with a 120-day condition of employment.
• Active FINRA Series 66 license; may be obtained with a 120-day condition of employment.
• Five+ years of advisory experience, including creating and customizing financial plans and portfolios.

Skills

Advisory experience

Financial planning

Portfolio construction

Education

Bachelor's degree

CFP AE designation

CFA AE designation

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Boston. You will provide fiduciary, fee-based advisory services, crafting and implementing complex client portfolios with a broad range of products.

The role emphasizes in-person collaboration and mentoring junior team members in a premier wealth management environment. Required credentials include CFP or CFA designation, a Bachelor's degree, FINRA Series 7 and 66 licenses, and 5+ years of advisory