Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Company: Charles Schwab
Location: Los Angeles
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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. 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 required Bachelor's degree
Active and valid FINRA Series 7 license 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: 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, 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 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 --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Vista , Sr. Manager, Wealth Advisor- Schwab Wealth Advisory, Executive , Los Angeles, California
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