We can move an entire industry forward when we lead the way together.
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Los Angeles, California
Requisition ID 2024-100765 Category Financial Planning Position type Regular Salary USD $145,000 - $190,000 / Year Application deadline 2024-11-15Your 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 Senior 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:
- CFP® designation or CFA® designation required
- Bachelor’s degree
- Active and valid FINRA Series 7 license (may consider a 90-day COE)
- 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
Preferred:
- 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
Eligible Schwabbies receive
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Medical, dental and vision benefits
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401(k) and employee stock purchase plans
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Tuition reimbursement to keep developing your career
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Paid parental leave and adoption/family building benefits
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Sabbatical leave available after five years of employment
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ERG Spotlight: Black Professionals at Charles Schwab | Schwab Jobs Learn how BPACS (Black Professionals at Charles Schwab) strives to advocate, educate, and celebrate the Black community. Learn more June 21, 2023
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Career Spotlight: Reentering the Workforce with Donna M. Learn how Donna M., a Director in Trading Education, built a successful career at Schwab after being a stay-at-home mom for 11 years. Learn more June 21, 2023
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Time Flies When You’re Having Fun: Schwabbie Sabbatical Stories For every 5 years of employment at Schwab, our employees earn a sabbatical benefit. Read what 3 Schwabbies did during their prolonged vacations. Learn more June 21, 2023 Benefits Story Hub
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Taking a Leap of Faith: Katerina’s Story of Resilience and New Beginnings in America We believe in the power of Owning Your Tomorrow. For Katerina, owning her tomorrow included following her grandfather’s footsteps in emigrating to the U.S. and leaving the life she knew behind to create an entirely new one in America. Read on to find out more about Katerina's journey and her career at Schwab! Learn more June 21, 2023 Career Development Story Hub
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How Employee Resource Groups Support Diversity | Schwab Jobs Learn how Geraldine uses Schwab's Employee Resource Groups (ERGs) to find diversity & inclusion, engagement, role models, and development opportunities. Learn more June 21, 2023
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Schwab ERGs: How WINS Empowers Women in Finance | SchwabJobs Read how WINS National Co-Chair Karen B. works to build a space for women in finance that fosters career development, networking, and a sense of community at Charles Schwab. Learn more June 21, 2023
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A Culture of Support: Caryn V.'s Journey to Recovery Learn how Caryn V. was supported by Schwabbies while recovering from a serious injury Learn more June 21, 2023
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Career Spotlight: Dani N.'s Career Development Journey | Schwab Jobs Learn how Dani used Schwab's professional development opportunities to advance in her career. Learn more June 21, 2023
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Richard's Journey: The Power of Financial Literacy Learn how Richard discovered the power of financial literacy through mentorship, training, and by joining Schwab's Financial Consultant Academy. Learn more June 21, 2023 Career Development Story Hub Retail Related Content
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Rhiannon's Journey to a Career in Financial Services | Schwab Jobs Have you ever transitioned from one industry to another in your career journey? For Rhiannon C., she took her degree in political science and landed a job in Service at TD Ameritrade. Find out how her passion for helping others led her to a career in Financial Services! Learn more June 21, 2023 Career Development Story Hub
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New Year, New Career? Tips to Improve Your Career Path | Schwab Jobs Whether you’re trying to increase your pay, find new opportunities, develop your current career path, or just find something different – these tips will help you achieve your goals. Learn more June 21, 2023 Career Development Story Hub
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Career Spotlight: Navit J. on Mentorship and Career Growth | Schwab Jobs Learn How Navit J., a Managing Director in Corporate Compliance, used mentorship to grow her career. Learn more June 21, 2023
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Lea's Path to Leadership in Financial Services & Tech Learn how Lea S. built an impactful career as a woman in the digital space at Schwab. Learn more June 21, 2023 Career Development Story Hub
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Build a Career at Schwab: Hear Randy's Story Randy started off as an intern in Schwab's Intern Academy. Little did he know, his career path would twist and turn as he progressed his career as a full-time Schwabbie. Learn more June 21, 2023 Career Development Story Hub Service Related Content
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Build a Career at Schwab: Hear Taji's Story | Schwab Jobs Taji started off as an intern at Schwab and since then, has advanced from an entry-level position to the current role she is in today. Read on to find out more about her experience moving up in the company! Learn more June 21, 2023 Career Development Story Hub
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AAPI Heritage and Inclusion with Michelle and Yang | Schwab Jobs APINS ERG co-chairs discuss celebrating AAPI Heritage Month and empowering AAPI voices in finance. Learn more June 21, 2023
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ERG Spotlight: Asian Professionals Inclusion Network APINS | Schwab Jobs Read how the APINS community uses members' diverse experiences to promote awareness and inclusion. Learn more June 21, 2023
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From Law Enforcement to Financial Services: Stacie Shares Her Career Journey At Schwab, we welcome individuals from all different backgrounds and career fields. For Stacie, her career journey as a Law Enforcement officer ultimately led her to her current role in financial services. Learn more June 21, 2023 Career Development Story Hub
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Teacher Builds New Career in Data Analytics Learn how Rebecca, a former math teacher, found career growth and new opportunities within Charles Schwab's Data Analytics and Insights team. Learn more June 21, 2023 Career Development Story Hub
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Career Changer Leads to Long Term Success at Schwab Many Schwabbies come from different backgrounds and prior career fields. For Kris A, this current Schwabbie made a full 360 with starting off in the finance industry, to becoming a personal property appraiser, and then returning back to finance with Schwab. Read more about her journey below! Learn more June 21, 2023 Career Development Story Hub
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Jannibah's Schwab Story Jannibah was on the hunt for a new career and with a background in non-profit and communications, a job in finance never crossed her mind. Learn how she came to find Schwab and why a career in financial services was the right choice for her! Learn more June 21, 2023 Career Development Story Hub
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Katie's Schwab Story Katie's journey to Schwab started from her background in the non-profit space. As she earned her Ph.D., she soon realized that becoming a university professor wasn't for her. Instead, Katie took her passion for improving workplace culture to a new role at Schwab, which aligned with her personal values. Learn more June 21, 2023 Career Development Story Hub
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How to Have a Successful Job Hunt as a Veteran: 5 Tips from a Schwab Recruiter Transitioning from the military to civilian life can be difficult. For those Veterans who are looking at their next career opportunity at Schwab or beyond, this article can help with how to best prepare for your new career! Read on to find how you can have a successful job hunt as a Veteran. Learn more June 21, 2023 Career Development Story Hub
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Schwab Wealth Advisory: Wealth Advisor Career Opportunities Explore how the Schwab Wealth Advisory™ name change provides opportunities for financial service professionals and advisors looking to ignite their career. Learn more June 21, 2023 Career Development Story Hub
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ERG Spotlight: Women’s Interactive Network WINS | Schwab Jobs Learn how our WINS employee resource group supports gender equality, diversity & inclusion, and women in finance through workshops, community outreach, and more. Learn more June 21, 2023
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Culture of Service: Andrea R.'s Volunteering Experience | Schwab Jobs Learn how Andrea R., a V.P. Branch Manager, paired with Schwab to serve her community Learn more June 21, 2023
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Juneteenth CeLiberation Learn about Black Professionals at Charles Schwab (BPACS) Employee Resource Group and how they are celebrating with events that promote togetherness through camaraderie, food, dance, fun and education. Learn more June 19, 2023 Culture & Inclusion
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Advice Academy Professional
Westlake, Texas, United States, Lone Tree, Colorado, United States, Phoenix, Arizona, United States -
Licensed Financial Services Representative
Omaha, Nebraska, United States -
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Westlake, Texas, United States, Lone Tree, Colorado, United States
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