TieTalent
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
TieTalent, San Diego, California, United States, 92189
Overview
Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA). You are joining a premier, fee-based, 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 enables use of a broad array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team and may mentor junior SWA team members. What you have
Required Qualifications
CFP designation or CFA designation Bachelor’s degree Active and valid FINRA Series 7 license
(may be obtained with a 120-day condition of employment) Active and valid FINRA Series 66 license
(may be obtained with a 120-day condition 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 working directly with clients in the financial services industry highly preferred What’s in it for you
At Schwab, we’re committed to empowering employees’ personal and professional success. Our purpose-driven, supportive culture and focus on development provide tools to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances workplace flexibility with serving clients and the value of in-person collaboration. Benefits
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 Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Technology, Information and Internet We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA). You are joining a premier, fee-based, 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 enables use of a broad array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team and may mentor junior SWA team members. What you have
Required Qualifications
CFP designation or CFA designation Bachelor’s degree Active and valid FINRA Series 7 license
(may be obtained with a 120-day condition of employment) Active and valid FINRA Series 66 license
(may be obtained with a 120-day condition 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 working directly with clients in the financial services industry highly preferred What’s in it for you
At Schwab, we’re committed to empowering employees’ personal and professional success. Our purpose-driven, supportive culture and focus on development provide tools to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances workplace flexibility with serving clients and the value of in-person collaboration. Benefits
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 Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Technology, Information and Internet We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr