Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Company: Charles Schwab
Location: Boston
Posted on: October 10, 2024
|
|
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 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 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 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, 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 information
being transmitted by Monster to the Employer, as data controller,
through the Employer's data processor SonicJobs. See SonicJobs
Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and
Terms of Use at https://www.sonicjobs.com/us/terms-conditions
Keywords: Charles Schwab, Revere , Sr. Manager, Wealth Advisor- Schwab Wealth Advisory, Executive , Boston, Massachusetts
Click
here to apply!
|