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Wealth Advisor - Schwab Wealth Advisory | San Francisco, CA | Phoenix, AZ

Employer
Charles Schwab
Location
San Francisco, CA | Phoenix, AZ
Salary
Dependent on Experience
Closing date
Sep 10, 2022

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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

Your Opportunity:

Schwab Wealth Advisory is Schwab’s 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’ unique circumstances and needs. As a 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 Manager, Schwab Wealth Advisor. 

 

What you are good at:

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 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’s 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 portfolio management. 

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: 

  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may be obtained with a 120-day COE)
  • Bachelor’s degree required
  • CFP® designation strongly preferred
  • Three or more years of advisory experience required
  • Five or more years of working directly with clients in the financial services industry highly preferred

Company

Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.
Find Us
Telephone
602-355-3715
Location
2423 E Lincoln Dr.
PHXPEAK-01-1C734
Phoenix
AZ
85016-1215
US
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