Senior Wealth Advisor — Onsite with Client Impact

Charles Schwab Corporation; Campbell (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

Charles Schwab Corporation seeks a Senior Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary, client-focused wealth management and advisory services. You will manage complex portfolios and collaborate with a team of specialists to provide ongoing guidance.

The role emphasizes on-site work with a focus on serving clients in the Heartland metropolitan area, leveraging Schwab’s advisory framework and product suite to help clients pursue their financial goals while mentoring junior

Qualifications

• Experience managing and supporting a portfolio of clients in the Heartland metropolitan area.
• CWS or CPWA designation required.
• CFP or CFA designation.
• Bachelor’s degree.
• FINRA Series 7 license.
• FINRA Series 66 license.
• Five or more years of advisory experience.

Skills

Client relationship management

Portfolio management

Financial advisory

Mentoring / teamwork

Education

Bachelor’s degree

CWS designation

CPWA designation

CFP designation

CFA designation

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab Corporation seeks a Senior Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary, client-focused wealth management and advisory services. You will manage complex portfolios and collaborate with a team of specialists to provide ongoing guidance.

The role emphasizes on-site work with a focus on serving clients in the Heartland metropolitan area, leveraging Schwab’s advisory framework and product suite to help clients pursue their financial goals while mentoring junior