Sr Manager, Wealth Advisor – Schwab Wealth Advisory Position Available In Fulton, Georgia

Job Description:

Position Type:

Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here,innovative thought meets creative problem solving, helping uschallenge the status quo and transform the finance industrytogether.

As a Sr. Manager, Wealth Advisor within Schwab WealthAdvisory (SWA), you are joining a premier, fee-based, andnon-discretionary investment advisory solution, providing clientswith a personal relationship, specialized service, and ongoingadvice built on Schwabs 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. SWAs 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. Youll grow within anexperienced, collaborative team, while deepening relationships withvarious partners, including industry leading advisors. Youll 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 designation or CFA designation Bachelors degree Active and valid FINRA Series 7 license (May be obtained with a120-day condition of employment) Active and valid FINRA Series 66 license required (May beobtained with a 120-day condition of employment) Five or more years of advisory experience, including creatingand customizing financial plans and portfolios forclients.

Preferred Qualifications:

Five or more years working directly with clients in thefinancial services industry highly preferredIn addition to thesalary range, this role is also eligible for bonus or incentiveopportunities. Whats in it for youAt Schwab, were committed to empowering ouremployees personal and professional success. Our purpose-driven,supportive culture, and focus on your development means youll 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 in thefuture: 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 insuranceRequired Preferred Job Industries Other