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求人Charles Schwab

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab

Bellevue, WA

·

On-site

·

Full-time

·

1d ago

Pay range:

USD $162,000.00 - $222,000.00 / Year

Your opportunity

Schwab Private Client 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ('SPCIA'), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

What you have

You will have the tools, resources and support to succeed in a portfolio management environment. Specifically:

  • Client relationship management software to enable 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
  • On-going training and commitment to your professional development

SPCIA offers a progressive benefits package along with a base plus variable bonus compensation program derived from client satisfaction, growth of the offer and client retention. In this role, we believe that the client relationship should not be compromised by commission payments that may incent product sales.

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 and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as a Private Client Advisor with Schwab Private Client Investment Advisory.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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 benefits package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

総閲覧数

0

応募クリック数

0

模擬応募者数

0

スクラップ

0

Charles Schwabについて

Charles Schwab

Charles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.

10,001+

従業員数

Westlake

本社所在地

$134B

企業価値

レビュー

4.3

10件のレビュー

ワークライフバランス

4.2

報酬

3.8

企業文化

4.1

キャリア

3.2

経営陣

4.4

78%

友人に勧める

良い点

Supportive management

Great work-life balance and flexibility

Excellent benefits and pay

改善点

Slow promotion and limited career advancement

Demanding work hours and fast-paced environment

Bureaucratic processes

給与レンジ

29件のデータ

L2

L3

L4

L5

L6

Mid/L4

L2 · Accountant L2

0件のレポート

$57,302

年収総額

基本給

$22,921

ストック

$28,651

ボーナス

$5,730

$40,111

$74,493

面接体験

7件の面接

難易度

3.0

/ 5

期間

14-28週間

内定率

28%

体験

ポジティブ 14%

普通 58%

ネガティブ 28%

面接プロセス

1

Phone Screen

2

Interview

3

Background Check

よくある質問

Phone Interview

Recruiter Screening

Technical Assessment