Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab • ORLANDO, FL, United States • 2d ago

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.

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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Unlock New Opportunities

Upload Your Resume and Get Discovered by Leading Employers

Create a Free Account

Related Jobs

Hybrid Licensed Therapist

Optum • Full-time • Orlando, FL, US • $53.80k - $114.30k / year • 13h ago

Healthcare & Pharmaceutical #GZ1 Hybrid Apply Onsite

Comprehensive Med Psych Systems (CMPS) part of Optum is seeking a Licensed Clinical - LMHC, LCSW, LMFT to join our team in Orlando, FL. Optum is a clinician-led care organization that is changing the way clinicians work...

13h ago

Apply

Senior Controls Engineer

Walt Disney World Resort • Lake Buena Vista • 13h ago

Engineering

“We create happiness.” That’s our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you’ll help encourage that magic by enabling our teams to push the limits and build the never-before...

13h ago

Apply

Senior Landscape Architect (PH)

Walt Disney Imagineering • Contractor • Lake Buena Vista • 13h ago

About This Role Walt Disney Imagineering is the creative force that imagines, designs, and brings to life all Disney theme parks, resorts, attractions, and cruise ships worldwide. Working across a spectrum of disciplines...

13h ago

Apply

Area Manager-Costume Production

Walt Disney Imagineering • Full-time • Lake Buena Vista • 13h ago

Through innovative storytelling and collaboration, Disney Live Entertainment crafts, produces, and delivers remarkable and engaging entertainment experiences! From the intimate to the spectacular, our work can be seen at...

13h ago

Apply

Licensed Psychiatric NP

Headway • Full-time • orlando, fl, us • 15h ago

" Licensed Psychiatric Nurse Practitioner Wage: Between $156-$206 an hour Did you know that you can build a flexible private practice on your terms as a psychiatric nurse practitioner? Whether you want to see patients al...

15h ago

Apply