TieTalent
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
TieTalent, Daly City, California, United States, 94013
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 empowers you to use a vast array of products (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), helping clients manage complex portfolios and achieve their goals. You will mentor junior SWA team members and develop within a collaborative environment.
Note: Schwab emphasizes in-office collaboration and expects the selected candidate to work on site in the specified locations. 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tution reimbursement Health, dental, and vision insurance
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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 empowers you to use a vast array of products (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), helping clients manage complex portfolios and achieve their goals. You will mentor junior SWA team members and develop within a collaborative environment.
Note: Schwab emphasizes in-office collaboration and expects the selected candidate to work on site in the specified locations. 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tution reimbursement Health, dental, and vision insurance
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