Senior Wealth Advisor, Schwab Wealth Advisory
About The Position
As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will work as a fiduciary on a dedicated team to provide clients with a personal relationship, specialized service, and ongoing investment advice. SWA is a fee-based, non-discretionary advisory solution built around Schwab’s investing approach. You will help clients manage complex portfolios and work toward their financial goals using a range of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading. The role involves developing client relationships and collaborating with team members and advisory partners. You may also mentor junior SWA team members. The position is intended to be performed on site in the specified locations.
Requirements
- Demonstrated experience managing and supporting a portfolio of clients located within the Heartland metropolitan area.
- CWS® or CPWA designation.
- CFP® or CFA® designation.
- Bachelor’s degree.
- Active and valid FINRA Series 7 license.
- Active and valid FINRA Series 66 license.
- Five or more years of advisory experience.
Nice To Haves
- Seven or more years working directly with clients in the financial services industry is highly preferred.
Responsibilities
- Manage and support a portfolio of clients located within the Heartland metropolitan area.
- Deliver fiduciary investment advice and an exceptional client experience.
- Help clients manage complex portfolios and work toward their financial goals.
- Collaborate with the Schwab Wealth Advisory team and advisory partners.
- Mentor junior Schwab Wealth Advisory team members.
Benefits
- Eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
