Your Opportunity

　　Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is 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. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Tax, Trust, and Estate Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity 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, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor.

　　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’s 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’ individual goals with the ability to adapt to changing needsComplete 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 philosophyExperienced 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 clientsYou 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 or CFA® designation required

　　Bachelor’s degree required

　　Active and valid FINRA Series 7 license required (may consider a 90-day COE)

　　Active and valid Series 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 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

　　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

　　Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.