Senior Wealth Advisor, Schwab Wealth Advisory

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

Your Opportunity

At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

• Demonstrated experience managing and supporting a portfolio of clients located within the Heartland metropolitan area
• CWS® or CPWA designationrequired
• 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

Preferred Qualifications:

• Sevenor more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.