Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Here, innovative thought   meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.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. 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 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.Bachelor's degreeFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.Five or more years working directly with clients in the financial services industry highly preferredOur 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. 401(k) with company match and Employee stock purchase plan~ Paid parental leave and family building benefits~ Tuition reimbursement~ Health, dental, and vision insurance

Created: 2025-05-22