Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Jersey City (NJ); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their innovative team. This role empowers you to impact clients' financial lives through personalized investment advice and portfolio management. With a focus on mentoring and collaboration, you'll deepen relationships with partners and enhance your wealth management expertise. The company fosters a culture of growth and flexibility, offering a competitive benefits package, including a 401(k) plan, paid time off, and tuition reimbursement. If you're passionate about transforming the finance industry while making a difference, this opportunity is for you.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid vacation

Volunteering days

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 5+ years of advisory experience creating financial plans.
• Active CFP or CFA designation required for this role.

Responsibilities

• Deliver exceptional client experiences as a fiduciary.
• Utilize a wide range of investment products for client portfolios.

Skills

CFP or CFA designation

FINRA Series 7 license

FINRA Series 66 license

Advisory experience

Financial planning

Portfolio management

Education

Bachelor’s degree

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 will join a premier, fee-based, non-discretionary investment advisory service that provides clients with personalized relationships, specialized service, and ongoing advice based on Schwab’s investment philosophy. You will have a direct impact on clients’ lives, working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice approach will enable you to utilize a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading) to help clients manage complex portfolios and achieve their financial goals. You will grow within an experienced, collaborative team, deepen relationships with various partners, including industry-leading advisors, and have the opportunity to mentor junior team members. If you seek to develop your wealth management expertise in a role that allows you to make a difference while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

• CFP or CFA designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license (may be obtained within 120 days of employment)
• Active and valid FINRA Series 66 license (may be obtained within 120 days 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 of direct client experience in the financial services industry (highly preferred)

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

What’s in it for you

At Schwab, we are committed to supporting your personal and professional growth. Our purpose-driven culture, focus on development, and flexible work arrangements help you make a positive impact in the finance industry. We offer a competitive benefits package that supports your well-being today and in the future, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid vacation, volunteering days, and a 28-day sabbatical after 5 years of service (for eligible positions)
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance