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채용Charles 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

총 조회수

0

총 지원 클릭 수

0

모의 지원자 수

0

스크랩

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Charles Schwab 소개

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+

직원 수

Westlake

본사 위치

$134B

기업 가치

리뷰

4.3

10개 리뷰

워라밸

4.2

보상

3.8

문화

4.1

커리어

3.2

경영진

4.4

78%

친구에게 추천

장점

Supportive management

Great work-life balance and flexibility

Excellent benefits and pay

단점

Slow promotion and limited career advancement

Demanding work hours and fast-paced environment

Bureaucratic processes

연봉 정보

29개 데이터

L2

L3

L4

L5

L6

Mid/L4

L2 · Accountant L2

0개 리포트

$57,302

총 연봉

기본급

$22,921

주식

$28,651

보너스

$5,730

$40,111

$74,493

면접 경험

7개 면접

난이도

3.0

/ 5

소요 기간

14-28주

합격률

28%

경험

긍정 14%

보통 58%

부정 28%

면접 과정

1

Phone Screen

2

Interview

3

Background Check

자주 나오는 질문

Phone Interview

Recruiter Screening

Technical Assessment