TieTalent
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
TieTalent, Belvedere Tiburon, California, United States
Overview
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory As a Sr. 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. 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
Responsibilities
Deliver fiduciary wealth advisory services within Schwab Wealth Advisory, providing clients with a personal relationship, specialized service, and ongoing advice. Use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to manage complex portfolios and help clients achieve their goals. Collaborate with a dedicated SWA team and partners to deliver an exceptional client experience. Mentor junior SWA team members and contribute to team development. 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 is highly preferred Compensation & Benefits
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 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 Work Arrangement
We believe in in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory As a Sr. 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. 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
Responsibilities
Deliver fiduciary wealth advisory services within Schwab Wealth Advisory, providing clients with a personal relationship, specialized service, and ongoing advice. Use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to manage complex portfolios and help clients achieve their goals. Collaborate with a dedicated SWA team and partners to deliver an exceptional client experience. Mentor junior SWA team members and contribute to team development. 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 is highly preferred Compensation & Benefits
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 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 Work Arrangement
We believe in in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
#J-18808-Ljbffr