Senior Manager, Wealth Advisor - Schwab Wealth Advisory
Welcome to Charles Schwab, a leading financial services company dedicated to helping our clients achieve their financial goals. We are currently seeking a highly experienced and driven individual to join our team as the Senior Manager, Wealth Advisor for our Schwab Wealth Advisory division. In this role, you will play a crucial part in providing personalized wealth management solutions to our high net worth clients. If you have a passion for building strong client relationships, a deep understanding of financial planning, and a proven track record of success in the wealth management industry, we would love to hear from you. Join us in making a difference in our clients' lives and shaping their financial future with our innovative approach.
- Develop and maintain strong relationships with high net worth clients, acting as their primary point of contact for all wealth management needs.
- Create and implement comprehensive financial plans for clients, taking into account their individual goals, risk tolerance, and financial situation.
- Collaborate with other members of the Schwab Wealth Advisory team to ensure a seamless and holistic client experience.
- Stay up-to-date on industry trends and changes in the market to provide informed and strategic investment advice to clients.
- Utilize Schwab's innovative tools and technology to enhance client experience and improve overall efficiency.
- Manage and monitor client portfolios, making adjustments as needed to align with their financial goals and objectives.
- Conduct regular reviews and check-ins with clients to assess their progress towards their financial goals and make necessary adjustments.
- Act as a mentor and leader to junior members of the team, providing guidance and support in their professional development.
- Collaborate with other departments within Charles Schwab to identify cross-selling opportunities and provide a comprehensive suite of financial services to clients.
- Maintain compliance with all regulatory and company policies and procedures to ensure the highest level of service and ethical standards are upheld.
Extensive Experience In Wealth Management: A Minimum Of 10 Years Of Experience In The Financial Services Industry, With A Focus On Wealth Management And Financial Planning.
Advanced Knowledge Of Investment Strategies And Products: In-Depth Understanding Of Various Investment Vehicles, Including Stocks, Bonds, Mutual Funds, And Alternative Investments.
Excellent Communication And Interpersonal Skills: Ability To Effectively Communicate Complex Financial Concepts To Clients And Build Strong Relationships With High Net Worth Individuals.
Proven Track Record Of Success: Demonstrated Ability To Generate New Business And Retain Existing Clients, With A History Of Exceeding Sales Targets And Achieving High Levels Of Client Satisfaction.
Relevant Industry Certifications: Possessing Industry-Recognized Certifications Such As Cfp (Certified Financial Planner) Or Cfa (Chartered Financial Analyst) Is Highly Preferred.
Risk Management
Communication Skills
Financial Planning
Business Development
Relationship Management
Analytical Thinking
Market
Investment Management
Team Leadership
Client Relations
Strategic Thinking
wealth management
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Manager, Wealth Advisor - Schwab Wealth Advisory in Westlake, TX, USA is $150,000-$250,000 per year. This can vary depending on factors such as experience, education, and performance bonuses.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
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