TieTalent
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
TieTalent, Piedmont, California, us, 94620
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Position Type: Regular
Overview 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 empowers you to use a broad array of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage 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.
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 required
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
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 belief in the value of being together in person on a regular basis.
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
San Francisco, CA
#J-18808-Ljbffr
Overview 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 empowers you to use a broad array of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage 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.
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 required
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
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 belief in the value of being together in person on a regular basis.
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
San Francisco, CA
#J-18808-Ljbffr