Sr. Manager, Wealth Advisor - Schwab Wealth

Charles Schwab; Roanoke (VA); On-site; USD 90,000 - 130,000; Full time

Job summary

Une entreprise financière renommée cherche un Sr. Manager, Wealth Advisor pour rejoindre une équipe dédiée, offrant des conseils d'investissement sur mesure. Ce rôle vous permet d'avoir un impact significatif sur les clients tout en développant vos compétences en gestion de patrimoine. Vous travaillerez sur des portefeuilles complexes, aidant à atteindre les objectifs financiers de nos clients.

Benefits

Plan 401(k) avec matching

Congés payés pour vacances et bénévolat

Congé parental et avantages pour la constitution de famille

Remboursement des frais de scolarité

Assurance santé, dentaire et vision

Qualifications

• Cinq ans ou plus d'expérience en conseil financier.
• Licence active FINRA Série 7 et 66.
• Expérience dans l'industrie des services financiers très souhaitée.

Responsibilities

• Travailler en tant que fiduciaire pour fournir des conseils aux clients.
• Mentorat des membres juniors de l'équipe.
• Livrer une expérience client exceptionnelle avec des solutions d'investissement.

Skills

Création et personnalisation de plans financiers

Gestion de portefeuilles

Relation client

Education

Baccalauréat

Désignation CFP ou CFA

Job description

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 location.

As a Sr. Manager, 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, options 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.

Position Type: Regular

Required 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 (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.

Preferred Qualifications:

• Five or 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.

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance