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Sr. Manager, Wealth Advisor
The Charles Schwab Corporation

   Location: Radnor Pennsylvania

  Time: 2 weeks ago

 

Required Qualifications:

  • CFP® designation or CFA® designation required
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license
  • 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 Qualifications:

  • 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 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 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