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Urgent! Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Job Opening In Lone Tree CO – Now Hiring Charles Schwab
Position Type: Regular Your 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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
As a Sr. Manager, 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 Qualifications: CFP® designation or CFA® designation Bachelor’s degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment 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, including creating and customizing financial plans and portfolios for clients.
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, you’re empowered to shape your future.
We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
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
✨ Smart • Intelligent • Private • Secure
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Unlock Your Sr Manager Potential: Insight & Career Growth Guide
Real-time Sr Manager Jobs Trends in Lone Tree, CO, United States (Graphical Representation)
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Great news! Charles Schwab is currently hiring and seeking a Sr. Manager, Wealth Advisor – Schwab Wealth Advisory to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Jobs Lone Tree CO.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Charles Schwab adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Jobs United States varies, but the pay scale is rated "Standard" in Lone Tree CO. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Sr. Manager, Wealth Advisor – Schwab Wealth Advisory typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Before the Interview:To prepare for your Sr. Manager, Wealth Advisor – Schwab Wealth Advisory interview at Charles Schwab, research the company, understand the job requirements, and practice common interview questions.
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