Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Job at Charles Schwab, Bellevue, WA

UmtPUUVJSWJhQlVhUnB1UUlBTXVPMi9IaHc9PQ==
  • Charles Schwab
  • Bellevue, WA

Job Description

Job Description

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As a Sr. 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
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license
    • May be obtained with a 120-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, including creating and customizing financial plans and portfolios for clients.
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 you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Job Tags

Work at office,

Similar Jobs

Providence Health and Services

RN - Mother Baby - Nights Full-Time Job at Providence Health and Services

 ...RN - Mother Baby - Nights Full-Time at Providence Health and Services summary: The RN - Mother Baby works full-time night shifts providing postpartum care, education, and support to new mothers and newborns in a hospital setting. Responsibilities include breastfeeding... 

Innovativ Pharma

Pharma Field Sales Rep: Territory Growth & Health Impact Job at Innovativ Pharma

 ...A fast-growing pharmaceutical company is seeking a driven Pharmaceutical Sales Rep to promote their products within a defined territory. This entry-level position requires some sales experience and a strong customer service orientation. The Pharmaceutical Sales Rep will... 

Houston Staffing

Sterile Processing Tech Job at Houston Staffing

 ...Sterile Processing Technician At Houston Methodist, the Sterile Processing Technician position...  ...following guidance of experienced surgical techs, in conjunction with the OR staff....  ...Processing program preferred WORK EXPERIENCE ~ None LICENSES AND CERTIFICATIONS... 

Shore Outpatient Surgicenter (10906)

Sterile Processing Tech Job at Shore Outpatient Surgicenter (10906)

 ...Shore Outpatient Surgicenter is hiring a Sterile Processing Tech Welcome to Shore Outpatient Surgicenter At Shore Outpatient...  ...Equivalent Minimum of 1-2 years of Sterile Processing experience Completion of a Sterile Process Certification program is... 

Trexon

IT Service Desk Technician Job at Trexon

 ...Join to apply for the IT Service Desk Technician role at Trexon Position Summary The Support Technician will provide fast and useful...  ...using documentation and internet resources. ~ Ability to work with all levels of staff within and outside of IT and outside...