Welcome page Returning Candidate? Log in Sr. Manager, Wealth Advisor- Schwab Wealth Advisory Job Locations US-MA-Boston Requisition ID 2024-100763 Posted Date 6 hours ago(10/21/2024 2:37 PM) Category Financial Planning/Advice Salary Range USD $117100.00 - $234300.00 / Year Application deadline 11/1/2024 Position Type Full time 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 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 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 Qualifications:  

CFP® designation or CFA® designation required Bachelor’s degree Active and valid FINRA Series 7 license 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 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 also eligible for bonus or incentive opportunities. 

Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

Software Powered by iCIMS
www.icims.com