Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Corporation; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their premier advisory team. This role empowers you to make a significant impact on clients' financial journeys by providing personalized investment strategies and advice. You'll work collaboratively within a dedicated team, utilizing a wide range of financial products to help clients achieve their goals. With opportunities for mentorship and professional growth, this position is ideal for those looking to deepen their wealth management expertise in a dynamic environment. If you're ready to challenge the status quo and transform the finance industry, this opportunity is for you.

Qualifications

• 5+ years of advisory experience creating financial plans and portfolios.
• Active FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Deliver exceptional client experiences as a fiduciary advisor.
• Mentor junior team members and deepen client relationships.

Skills

Financial Planning

Client Relationship Management

Investment Advisory

Portfolio Management

Education

Bachelor’s Degree

CFP or CFA Designation

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.

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, 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:

• 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.

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.