Sr Manager – Wealth Advisor – Schwab Wealth Advisory
| Company | Charles Schwab |
|---|---|
| Location | Villanova, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 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.
Responsibilities
-
No responsibilities provided.
Preferred Qualifications
- Five or more years working directly with clients in the financial services industry highly preferred