Sr. Manager, Wealth Advisor- Schwab Wealth Advisory - San Diego, United States - Charles Schwab

Description

Your opportunity

Investor Advice Solutions is composed of Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a top-notch, fee-based investment advisory service that involves building personal relationships with clients and providing specialized, continuous advice based on Schwab's investment approach. The Centralized Service & Operations team supports Fixed Income and Schwab Wealth Advisory clients through phone interactions. The Tax, Trust, and Estate Group handles complex wealth management needs by offering specialized products to address income generation, risk mitigation, and liquidity needs.

As a Senior Manager, Schwab Wealth Advisor, your role involves collaborating with clients to develop a comprehensive wealth strategy that caters to their goals and adjusts to life changes. We highly value integrity, open communication, market expertise, and a dedication to client service. If you aspire to work for a company that is vibrant, client-centric, invests in your development, and appreciates your contributions, a career as a Senior Manager, Schwab Wealth Advisor might be the perfect fit for you.

Senior Managers, Schwab Wealth Advisors act as fiduciaries within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor affiliated with Charles Schwab & Co., Inc.

You will offer continuous advice to clients through virtual interactions with the potential to meet clients in your designated market. By leveraging SWAI's advice philosophy, you will have access to a wide range of holistic wealth management products to assist clients with substantial portfolios and complex wealth planning needs. Your responsibilities will include:

Personalized Approach:

• Building a tailored portfolio and providing advice that aligns with clients' individual goals, with the flexibility to adapt to changing needs

Complete Wealth Management Strategy:

• Creating, implementing, and monitoring Investment Policy Statements outlining investment goals and preferences based on Schwab's investment philosophy

Experienced Team:

• Establishing strong collaborative relationships with Schwab Branch business partners and financial planners while managing and expanding a portfolio of high-net-worth clients

You will be equipped with the necessary tools, resources, and support to thrive in a portfolio management setting.

Specifically:

• Client relationship management software for seamless client interactions
• Financial Planning software tailored for customized client-focused portfolio solutions
• Access to third-party and proprietary research to reinforce advice recommendations
• Continuous training and dedication to your professional growth

What you have

You will have the tools, resources, and support required to excel in a portfolio management environment. Specifically:

• Client relationship management software facilitating seamless client interactions
• Financial Planning software designed for customized client-focused portfolio solutions
• Access to third-party and proprietary research to support advice recommendations
• Ongoing training and commitment to your professional development

SPCIA offers a comprehensive benefits package in addition to a base salary and variable bonus program based on client satisfaction, offer growth, and client retention. In this role, we prioritize maintaining client relationships over commission-based product sales incentives.

We highly esteem integrity, transparent communication, market acumen, and a commitment to client service. If you wish to work for a company that is dynamic, client-centric, and acknowledges your contributions by providing a rewarding environment for financial success, consider pursuing a career as a Private Client Advisor with Schwab Private Client Investment Advisory.

What's in it for you

At Schwab, we are dedicated to empowering the personal and professional success of our employees. Our purpose-driven, supportive culture and emphasis on development ensure you have the tools necessary to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving clients, and the value of in-person collaboration.

We offer a competitive benefits package that caters to your overall well-being, both now and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical every 5 years of service for eligible roles
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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