Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Corporation; Richfield (MN); 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 innovative advisory team. In this role, you will empower clients by providing tailored financial advice and managing complex investment portfolios. With a focus on client relationships, you will collaborate with experienced advisors and mentor junior team members. This position offers a unique opportunity to deepen your wealth management expertise while making a significant impact on clients' financial futures. If you're driven by a passion for finance and client success, this is the perfect opportunity for you.

Qualifications

• 5+ years of advisory experience in financial planning and portfolio management.
• CFP or CFA designation required for this role.

Responsibilities

• Deliver exceptional client experiences as a fiduciary within the advisory team.
• Mentor junior team members while deepening client relationships.

Skills

Financial Planning

Investment Advisory

Client Relationship Management

Portfolio Management

Education

Bachelor’s Degree

CFP Certification

CFA Certification

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.