Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Company: Charles Schwab
Location: Laguna Hills
Posted on: November 11, 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 (may consider a 90-day
COE)
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
Keywords: Charles Schwab, Oxnard , Sr. Manager, Wealth Advisor- Schwab Wealth Advisory, Executive , Laguna Hills, California
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