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Job Title
Senior Wealth Advisor - Schwab Wealth Advisory
Company
Charles Schwab & Co., Inc
Job Description
Your Opportunity Schwab Wealth Advisory is Schwab\u2019s premier, fee-based, and non-discretionary wealth management offering, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients\u2019 unique circumstances and needs. As a Senior Manager, Schwab Wealth Advisor, you will work with clients to build a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to life changes. We value integrity,\u202fopen communication, strong market knowledge, and a passion for client service.\u202fIf you want to work\u202fwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,\u202fconsider a\u202fcareer as a\u202fSenior Manager, Schwab Wealth Advisor. To learn more about the culture at Schwab, click here to meet our people. \u202f What you are good at Senior Manager, Schwab Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You will provide ongoing advice to clients via a virtual relationship with the opportunity to visit your assigned market and clients. SWAI\u2019s advice philosophy will enable you to leverage a vast array of holistic wealth management products as you help clients with larger and more sophisticated portfolios and wealth planning needs. In this role you will be responsible for: Personalized Approach: Constructing a comprehensive, customized portfolio and providing advice that is designed to meet clients\u2019 individual goals with the ability to adapt to changing needs Complete Wealth Management Strategy: Developing, implementing, and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences, and risk tolerance based on Schwab investment philosophy Experienced Team: Ability to develop strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned practice of high-net-worth clients You will have the tools, resources, and support to succeed in a portfolio management environment. Specifically: Client relationship management software that enables seamless client interactions Financial Planning software designed for customized client focused portfolio solutions Access to third party and proprietary research to support the advice recommendations Ongoing training and commitment to your professional development What you have We place a premium on high performance, quality service and the ability to execute the SWAI strategy. Essential skills include: CFP® designation, CFA® designation, or a Master\u2019s Degree in Personal Financial Planning required (may consider 24 month condition of employment) Bachelor\u2019s degree required Active and valid FINRA Series 7 license required (may consider a 90-day COE) 66 license required (may be obtained with a 120-day COE) Five or more years of advisory experience required Five or more years working directly with clients\u202fin the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Last verified - 1 day(s) 3 hour(s) ago [What does Last Verified mean?]
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Location
Tysons Corner, VA
More Information
Postal code: 22102
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