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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab
Posted 3 days ago, valid for 2 years
Location

Phoenix, AZ 85003, US

Salary

$96,000 - $115,200 per annum

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Contract type

Full Time

Health Insurance
Tuition Reimbursement

By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.

Sonic Summary

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  • Schwab is seeking a Senior Wealth Advisor for their Wealth Advisory team, emphasizing innovative problem-solving in the finance industry.
  • Candidates are required to have a CFP® or CFA® designation, a bachelor's degree, and five or more years of advisory experience.
  • The position offers a competitive salary range along with bonus or incentive opportunities.
  • The role involves working directly with clients to manage complex portfolios and mentoring junior team members.
  • Schwab promotes a supportive culture with a focus on personal and professional development, offering a comprehensive benefits package.
Position Type: Regular

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 Senior 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


Required:

  • CFP® designation or CFA® designation required
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license (may be obained with a 90-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

Preferred:

  • Five or more years working directly with clients in the financial services industry 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 strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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




Learn more about this Employer on their Career Site

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By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.