Sr. Manager, Wealth Advisor
Company: Charles Schwab
Location: Larkspur
Posted on: May 17, 2024
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Job Description:
Position Type: Your opportunityAt 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 haveRequired
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. -
What's in it for youAt 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 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 that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, Aurora , Sr. Manager, Wealth Advisor, Executive , Larkspur, Colorado
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