Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Position Available In Calhoun, Alabama
Tallo's Job Summary: As a Sr. Manager, Wealth Advisor at Schwab Wealth Advisory, you will join a premier investment advisory solution, providing clients with personalized service and advice. With required qualifications such as CFP or CFA designation, a bachelor's degree, and experience in financial planning, you will have the opportunity to mentor junior team members. This role offers a competitive salary, bonus opportunities, and benefits like 401(k), paid time off, and health insurance.
Job Description
Job Description:
Position Type:
RegularYour opportunityAt 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.
As a Sr.
Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), youare joining a premier, fee-based, and non-discretionary investmentadvisory solution, providing clients with a personal relationship,specialized service, and ongoing advice built on Schwab’s approachto investing. You will have a direct impact on the lives ofclients, working as a fiduciary within a dedicated Schwab WealthAdvisory team to deliver an exceptional client experience. SWA’sadvice philosophy will empower you to use a vast array of products(i.e. stocks, bonds, ETFs, mutual funds, separately managedaccounts, option trading), setting you up for success to helpclients manage their more complex portfolios and achieve theirgoals. You’ll grow within an experienced, collaborative team, whiledeepening relationships with various partners, including industryleading advisors. You’ll also have the opportunity to mentor juniorSWA team members. If you are looking to develop with a firm thatwill challenge you to deepen your wealth management expertise,within a role that allows you to help clients while doing what youlove, this may be the opportunity for you.
What you have
RequiredQualifications:
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 creatingand customizing financial plans and portfolios for clients.
Preferred Qualifications:
Five or more years working directly with clients in thefinancial services industry highly preferred -In addition to thesalary range, this role is also eligible for bonus or incentiveopportunities. What’s in it for youAt Schwab, we’re committed to empowering ouremployees’ personal and professional success. Our purpose-driven,supportive culture, and focus on your development means you’ll getthe tools you need to make a positive difference in the financeindustry. Our approach balances our ongoing commitment to workplaceflexibility, serving our clients, and our strong belief in thevalue of being together in person on a regular basis.
We offer acompetitive that takes care of the whole you – both today and inthe future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
