Charles Schwab
Sr Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
Charles Schwab, Los Angeles, California, United States, 90079
Your 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 Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a relationship built on Schwab’s investment approach. You will directly impact clients’ lives by working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy enables you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, strengthen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise within a firm that challenges you and allows you to help clients while doing what you love, this could be the right opportunity for you. What you have Required Qualifications: CFP or CFA designation Bachelor’s degree Active and valid FINRA Series 7 license (may be obtained within 120 days of employment) Active and valid FINRA Series 66 license (may be obtained within 120 days of employment) Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients Preferred Qualifications: Five or more years of direct client experience in the financial services industry highly preferred Additional Compensation:
This role is eligible for bonus or incentive opportunities, in addition to the salary range. What’s in it for you At Schwab, we are committed to supporting your personal and professional growth. Our purpose-driven culture and focus on development provide you with the tools to make a positive impact in the finance industry. Our
Hybrid Work and Flexibility
model balances flexibility with the value of in-person collaboration. We offer a comprehensive
benefits package
that supports your well-being today and in the future, including: 401(k) with company match and Employee stock purchase plan Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (eligible positions) Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
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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 Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a relationship built on Schwab’s investment approach. You will directly impact clients’ lives by working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy enables you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, strengthen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise within a firm that challenges you and allows you to help clients while doing what you love, this could be the right opportunity for you. What you have Required Qualifications: CFP or CFA designation Bachelor’s degree Active and valid FINRA Series 7 license (may be obtained within 120 days of employment) Active and valid FINRA Series 66 license (may be obtained within 120 days of employment) Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients Preferred Qualifications: Five or more years of direct client experience in the financial services industry highly preferred Additional Compensation:
This role is eligible for bonus or incentive opportunities, in addition to the salary range. What’s in it for you At Schwab, we are committed to supporting your personal and professional growth. Our purpose-driven culture and focus on development provide you with the tools to make a positive impact in the finance industry. Our
Hybrid Work and Flexibility
model balances flexibility with the value of in-person collaboration. We offer a comprehensive
benefits package
that supports your well-being today and in the future, including: 401(k) with company match and Employee stock purchase plan Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (eligible positions) Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
#J-18808-Ljbffr