Talent.com
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City

Charles SchwabLOS ANGELES, CA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Type : Regular

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations .

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.

    What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • serp_jobs.job_alerts.create_a_job

    Wealth Advisor • LOS ANGELES, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Private Wealth Advisor

    Private Wealth Advisor

    Capital GroupLos Angeles, CA, United States
    serp_jobs.job_card.full_time
    As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and gro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (LOS ANGELES)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (LOS ANGELES)

    Charles SchwabLOS ANGELES, CA, United States
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Lynwood)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Lynwood)

    Charles SchwabLynwood, CA, United States
    serp_jobs.job_card.full_time
    At Schwab, youre empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wells Fargo - Branch Manager Ventura Corridor District (Remote - hybrid)

    Wells Fargo - Branch Manager Ventura Corridor District (Remote - hybrid)

    WELLS FARGO BANKTARZANA, California, United States of America
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationLong Beach, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Treasury Kyriba Implementation Consultant

    Treasury Kyriba Implementation Consultant

    Vaco by HighspringAltadena, California, United States
    serp_jobs.job_card.full_time
    We’re seeking a highly experienced Treasury Consultant to lead and optimize a Kyriba implementation for a global organization. This role is ideal for a self-starter with deep global treasury operati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    SVP, Private Wealth Advisor

    SVP, Private Wealth Advisor

    Capital GroupLos Angeles, CA, United States
    serp_jobs.job_card.full_time
    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades agoas a family office managing the asse...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Pasadena)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Pasadena)

    Charles SchwabPasadena, CA, US
    serp_jobs.job_card.part_time
    At Schwab, youre empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Payroll Specialist

    Payroll Specialist

    Vaco by HighspringAltadena, California, United States
    serp_jobs.job_card.full_time
    Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    AVP, Annuity Strategy

    AVP, Annuity Strategy

    Pacific LifeNewport Beach, CA, US
    serp_jobs.job_card.full_time
    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.It’s a big ask, but it&r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Bell)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Bell)

    Charles SchwabBell, CA, United States
    serp_jobs.job_card.full_time
    At Schwab, youre empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Huntington Park)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Huntington Park)

    Charles SchwabHuntington Park, CA, United States
    serp_jobs.job_card.full_time
    At Schwab, youre empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside PaymentsAltadena, California, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Glendale)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Glendale)

    Charles SchwabGlendale, CA, United States
    serp_jobs.job_card.full_time
    At Schwab, youre empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of Accounting x 165K - 180K + bonus x LA

    Director of Accounting x 165K - 180K + bonus x LA

    Vaco by HighspringAltadena, California, United States
    serp_jobs.job_card.permanent
    Director of Accounting – Assistant Controller – Strategy – Operations - Business Planning – Inventory – Cost Accounting – Product Mix – SOX – Manufacturing. Are you an experienced Director or Assis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Montebello)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City (Montebello)

    Charles SchwabMontebello, CA, US
    serp_jobs.job_card.part_time
    At Schwab, youre empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Advisor, Schwab Wealth Advisory - Century City

    Wealth Advisor, Schwab Wealth Advisory - Century City

    Charles SchwabLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Position Type : Regular 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” a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    M&T BankCosta Mesa, CA, US
    serp_jobs.job_card.full_time
    Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinate...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30