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 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 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 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
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 dire...
Entry Level Wealth Manager
Some experience as a Wealth manager, Financial Planner or similar is preferred. As a Manager (once necessary licenses are achieved you will be considered for the leadership role of, Managing Partner) with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, a...
Advice Academy Professional
Position Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solution...
Senior Appian Developer
This is a unique opportunity to join the centralized application management team in Charles Schwab’s Corporate Risk Management organization as the lead Appian developer responsible for maintaining and enhancing the New Products and Services Risk Review application built on the Appian Cloud platform....
Advice Academy Professional - Charles Schwab
Position Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solution...
Asset & Wealth Management - Tax Senior Manager
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made poss...
Investment Consultant (FSB) - Lone Tree, CO
Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. As an I...
Investment Consultant (FSB) - Lone Tree, CO - Charles Schwab
Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. As an I...
Associate Wealth Advisor - Charles Schwab
Schwab Wealth Advisory is 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 receive mentorship by some of the industry’s top Wealth Advisors ...
Associate Wealth Advisor
Schwab Wealth Advisory is 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 receive mentorship by some of the industry’s top Wealth Advisors ...