Charles Schwab · 5 months ago
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Phoenix, AZ
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact on their careers. As a Sr. Manager, Wealth Advisor, you will provide clients with personalized investment advice and manage complex portfolios, while mentoring junior team members within a collaborative environment.
Financial Services
Responsibilities
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
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
Qualification
Required
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
Five or more years working directly with clients in the financial services industry highly preferred
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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