Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to provide personalized investment advice and help clients achieve their financial goals. This role empowers you to make a significant impact while working with a dedicated team in a dynamic environment. You will utilize a broad range of investment products and have the opportunity to mentor junior advisors. Join a company that values innovative thinking and offers a comprehensive benefits package, including a 401(k) with company match, paid vacation, and health insurance. If you are passionate about finance and client service, this is the opportunity for you.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid vacation

Volunteering days

28-day sabbatical after five years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

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

Responsibilities

• Provide personalized, fee-based investment advice to clients.
• Mentor junior team members and collaborate with top advisors.

Skills

CFP or CFA designation

Client relationship management

Financial planning

Portfolio management

Investment advice

Education

Bachelor’s degree

Job description

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Join to apply for the Sr. Manager, Wealth Advisor - Schwab Wealth Advisory role at Charles Schwab.

Overview

At Schwab, you’re empowered to make an impact on your career. We foster innovative thinking and creative problem solving to challenge the status quo and transform the finance industry.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will provide clients with personalized, fee-based, non-discretionary investment advice, utilizing a broad range of products including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options. You will work as a fiduciary within a dedicated team, directly impacting clients' lives and helping them achieve their financial goals. You will also have opportunities to mentor junior team members and collaborate with industry-leading advisors.

Qualifications

Required:

• CFP or CFA designation
• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained within 120 days of employment)
• Active 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

Preferred:

• Over five years of direct client experience in financial services

Additional Information

This role is eligible for bonus or incentive opportunities, in addition to the salary range.

Benefits

We offer a comprehensive benefits package, including:

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

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales