Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab

4

(159)

Westlake, TX

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2024-98025

    Position summary

    ld a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to life changes.

    We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor.

    Senior Manager, Schwab Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

    You will provide ongoing advice to clients via a virtual relationship with the opportunity to visit your assigned market and clients. SWAI's advice philosophy will enable you to leverage a vast array of holistic wealth management products as you help clients with larger and more sophisticated portfolios and wealth planning needs. In this role you will be responsible for:

    Personalized Approach:

    • Constructing a comprehensive, customized portfolio and providing advice that is designed to meet clients' individual goals with the ability to adapt to changing needs

    Complete Wealth Management Strategy:

    • Developing, implementing, and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences, and risk tolerance based on Schwab investment philosophy

    Experienced Team:

    • Ability to develop strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned practice of high-net-worth clients

    You will have the tools, resources, and support to succeed in a portfolio management environment.

    Specifically:

    • Client relationship management software that enables seamless client interactions

    • Financial Planning software designed for customized client focused portfolio solutions

    • Access to third party and proprietary research to support the advice recommendations

    • Ongoing training and commitment to your professional development

    What you have

    We place a premium on high performance, quality service and the ability to execute the SWAI strategy.

    Essential skills include:

    • CFP® designation or CFA® designation required

    • Bachelor's degree required

    • Active and valid FINRA Series 7 license required (may consider a 90-day COE)

    • 66 license required (may be obtained with a 120-day COE)

    • Five or more years of advisory experience required

    • 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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.