? [15h Left] Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Position Available In Calhoun, Alabama

Job Description:

Position Type:

Regular Your opportunity At Schwab, you’reempowered to make an impact on your career. Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together. We believein the importance of in-office collaboration and fully intend forthe selected candidate for this role to work on site in thespecified locations. As a Sr. Manager, Wealth Advisor within SchwabWealth Advisory (SWA), you are joining a premier, fee-based, andnon-discretionary investment advisory solution, providing clientswith a personal relationship, specialized service, and ongoingadvice built on Schwab’s approach to investing. You will have adirect impact on the lives of clients, working as a fiduciarywithin a dedicated Schwab Wealth Advisory team to deliver anexceptional client experience. SWA’s advice philosophy will empoweryou to use a vast array of products (i.e. stocks, bonds, ETFs,mutual funds, separately managed accounts, option trading), settingyou up for success to help clients manage their more complexportfolios and achieve their goals. You’ll grow within anexperienced, collaborative team, while deepening relationships withvarious partners, including industry leading advisors. You’ll alsohave the opportunity to mentor junior SWA team members. If you arelooking to develop with a firm that will challenge you to deepenyour wealth management expertise, within a role that allows you tohelp clients while doing what you love, this may be the opportunityfor you. What you have

Required Qualifications:

• CFP® designationor CFA® designation
• Bachelor’s degree
• Active and valid FINRASeries 7 license
• May be obtained with a 120-day condition ofemployment
• Active and valid FINRA Series 66 license required
• May be obtained with a 120-day condition of employment
• Five ormore years of advisory experience, including creating andcustomizing financial plans and portfolios for clients.

PreferredQualifications:

• Five or more years working directly with clientsin the financial services industry highly preferred In addition tothe salary range, this role is also eligible for bonus or incentiveopportunities.

What’s in it for you At Schwab, we’re committed toempowering our employees’ personal and professional success. Ourpurpose-driven, supportive culture, and focus on your developmentmeans you’ll get the tools you need to make a positive differencein the finance industry. Our Hybrid Work and Flexibility approachbalances our ongoing commitment to workplace flexibility, servingour clients, and our strong belief in the value of being togetherin person on a regular basis. We offer a competitive benefitspackage that takes care of the whole you

• both today and in thefuture:
• 401(k) with company match and Employee stock purchaseplan
• Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions
• Paidparental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance