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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
Jobs via eFinancialCareers, Westlake, Ohio, United States, 44145
Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
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Jobs via eFinancialCareers Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
1 week ago Be among the first 25 applicants Join to apply for the
Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
role at
Jobs via eFinancialCareers Get AI-powered advice on this job and more exclusive features. Position Type:
Regular 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with personalized service and ongoing advice based on Schwab’s investing approach. You will have a direct impact on clients’ lives, working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy empowers 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, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise in a role that allows you to help clients and pursue your passion, this could be the right opportunity for you. What you have CFP 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) In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering your personal and professional success. Our purpose-driven, supportive culture, and focus on your development provide the tools to make a positive impact in the finance industry. We value workplace flexibility, serving clients, and in-person collaboration. We offer a competitive benefits package that supports your well-being now 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 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
Management Industries
Business Consulting and Services Referrals increase your chances of interviewing at Jobs via eFinancialCareers by 2x Sign in to set job alerts for “Senior Wealth Manager” roles.
Additional job postings in Ohio and nearby locations with salary ranges and posting times are listed but are irrelevant to the core description.
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Join to apply for the
Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
role at
Jobs via eFinancialCareers Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
1 week ago Be among the first 25 applicants Join to apply for the
Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab
role at
Jobs via eFinancialCareers Get AI-powered advice on this job and more exclusive features. Position Type:
Regular 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with personalized service and ongoing advice based on Schwab’s investing approach. You will have a direct impact on clients’ lives, working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy empowers 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, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise in a role that allows you to help clients and pursue your passion, this could be the right opportunity for you. What you have CFP 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) In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering your personal and professional success. Our purpose-driven, supportive culture, and focus on your development provide the tools to make a positive impact in the finance industry. We value workplace flexibility, serving clients, and in-person collaboration. We offer a competitive benefits package that supports your well-being now 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 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
Management Industries
Business Consulting and Services Referrals increase your chances of interviewing at Jobs via eFinancialCareers by 2x Sign in to set job alerts for “Senior Wealth Manager” roles.
Additional job postings in Ohio and nearby locations with salary ranges and posting times are listed but are irrelevant to the core description.
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