Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Company: Charles Schwab
Location: Ponder
Posted on: April 25, 2024
|
|
Job Description:
Position Type: RegularYour opportunityInvestor 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:
What's in it for youAt 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:
Keywords: Charles Schwab, Fort Worth , Sr. Manager, Wealth Advisor - Schwab Wealth Advisory, Executive , Ponder, Texas
Click
here to apply!
|