Fairygodboss
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Fairygodboss, Bellevue, Washington, us, 98009
Your opportunity
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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship based on Schwab’s investing philosophy. You will have a direct impact on clients’ lives by helping them manage complex portfolios using a broad range of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options. You will work within an experienced, collaborative team, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to grow your wealth management expertise in a role that challenges you and allows you to make a difference, this could be the right opportunity for you. What you have Required Qualifications: CFP or CFA designation Bachelor’s degree Active FINRA Series 7 license (may be obtained within 120 days of employment) Active FINRA Series 66 license (may be obtained within 120 days of employment) Five or more years of advisory experience, including developing and customizing financial plans and portfolios for clients Preferred Qualifications: At least five years of direct client experience in the financial services industry (highly preferred) This role is salary-based and also eligible for bonus or incentive compensation. What’s in it for you At Schwab, we are committed to supporting your personal and professional growth through a purpose-driven culture and development opportunities. Our
Hybrid Work and Flexibility
approach balances workplace flexibility with the value of in-person collaboration. We also offer a comprehensive benefits package that supports your well-being today and in the future, including: 401(k) plan with company match and Employee Stock Purchase Plan Paid vacation, volunteering days, and a 28-day sabbatical after five years of service (eligible roles) Paid parental leave and family benefits Tuition reimbursement Health, dental, and vision insurance
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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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship based on Schwab’s investing philosophy. You will have a direct impact on clients’ lives by helping them manage complex portfolios using a broad range of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options. You will work within an experienced, collaborative team, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to grow your wealth management expertise in a role that challenges you and allows you to make a difference, this could be the right opportunity for you. What you have Required Qualifications: CFP or CFA designation Bachelor’s degree Active FINRA Series 7 license (may be obtained within 120 days of employment) Active FINRA Series 66 license (may be obtained within 120 days of employment) Five or more years of advisory experience, including developing and customizing financial plans and portfolios for clients Preferred Qualifications: At least five years of direct client experience in the financial services industry (highly preferred) This role is salary-based and also eligible for bonus or incentive compensation. What’s in it for you At Schwab, we are committed to supporting your personal and professional growth through a purpose-driven culture and development opportunities. Our
Hybrid Work and Flexibility
approach balances workplace flexibility with the value of in-person collaboration. We also offer a comprehensive benefits package that supports your well-being today and in the future, including: 401(k) plan with company match and Employee Stock Purchase Plan Paid vacation, volunteering days, and a 28-day sabbatical after five years of service (eligible roles) Paid parental leave and family benefits Tuition reimbursement Health, dental, and vision insurance
#J-18808-Ljbffr