Sr. Manager, Wealth Advisor
Posted 1 month ago Expired
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Upload Your ResumeAbout This Role
As a Sr. Manager, Wealth Advisor in Schwab Wealth Advisory, you will provide fee-based, non-discretionary investment advisory services to clients, delivering exceptional client experiences and managing complex portfolios to help them achieve financial goals. You will work within a dedicated team, leveraging Schwab's investment approach and a vast array of products.
Responsibilities
- Provide fee-based, non-discretionary investment advisory services to clients
- Work as a fiduciary within a dedicated Schwab Wealth Advisory team
- Deliver an exceptional client experience
- Help clients manage complex portfolios and achieve their goals
- Mentor junior SWA team members
- Deepen relationships with industry-leading advisors and various partners
Requirements
- 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
Qualifications
- Bachelor’s degree
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Nice to Have
- Five or more years working directly with clients in the financial services industry