Sr. Manager, Wealth Advisor- Schwab Wealth Advisory - Charles Schwab
Position Type : RegularYour opportunityAt 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 Senior 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 : CFP® designation or CFA® designation requiredBachelor’s degreeActive and valid FINRA Series 7 licenseActive and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)Five or more years of advisory experiencePreferred : 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 youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory - Charles Schwab
As a Senior 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 d...
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. This will be done with a consistent ...
VP, Financial Consultant- Seal Beach, CA
As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Ba...
SVP, Private Wealth Advisor
In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System™, advisors can selectively use outside managers relying on research and support from our in-house manager research team. I can succeed as a Private Wealth Advisor at Capit...
Investment Consultant- Seal Beach, CA
Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consult...
J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
As a Senior 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 d...
Client Services Representative
If you’re not a finance expert, that’s okay! Peopleing from many different experiences have found tremendous success here at Charles Schwab. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. At Schwab, you’re empowered to ma...
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...
J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...