Sr Wealth Advisor, Global Team

Charles Schwab is looking for an experienced, results-oriented Sr Wealth Advisor to join our Global Team. As a Sr Wealth Advisor, you will be an integral part of the team, providing specialized financial advice to high net worth clients and developing sound strategies to help our clients achieve their financial goals.This is a demanding role requiring a thorough understanding of the financial markets, investment products and a strong client focus. The ideal candidate should have a minimum of five years of experience in financial services and/or wealth management, a proven track record of providing excellent client service and a deep understanding of the global financial markets. You should have a Bachelor's degree in finance, economics or a related field and be a CFA or CFP charterholder.The successful candidate should be an excellent communicator and have a proven ability to develop and maintain strong relationships with clients. You should also be able to think strategically and have a strong understanding of the financial planning process. The successful candidate should have excellent analytical and problem-solving skills and be comfortable working in a team environment. A successful Sr Wealth Advisor should also be highly organized and have excellent time management skills.

According to JobzMall, the average salary range for a Sr Wealth Advisor, Global Team in Westlake, TX, USA is $82,000 - $123,000 per year. This range may vary depending on the experience and qualifications of the individual, the company they are employed by, and the industry they are in.

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.