Wealth Advisor- Schwab Wealth Advisory
Full Time
Phoenix, AZ 85016
$73,100 - $149,400 a year
Posted
Job description
Your Opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting 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 Wealth Strategies Consulting 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.
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.
To learn more about the culture at Schwab, click here to meet our people.
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
Colorado Compensation
Target Total Compensation – 79,600 - 157,600
Your actual pay will be based on your skills and experience - talk with your recruiter to learn more.
colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.