Lead Portfolio Strategist

New Yesterday

Unlock Your Potential as a Wealth Advisor Wealth Advisor At the forefront of wealth management, you have the unique opportunity to make a profound impact on your career. In this pivotal role, collaboration is key and we require our Sr. Managers to work on-site in specified locations, fostering an environment where teamwork thrives. This position is part of Schwab Wealth Advisory (SWA), a premier fee-based and non-discretionary investment advisory solution that provides clients with personalized relationships, specialized service, and ongoing advice tailored to their individual needs. As a Sr. Manager, Wealth Advisor, you will have a direct influence on clients' lives, working as a fiduciary within a dedicated team to deliver exceptional client experiences. You will have access to an extensive array of products and resources set up for success, enabling you to help clients navigate complex portfolios and achieve their goals. The experienced and collaborative team will provide opportunities for growth, while deepening relationships with partners and mentoring junior team members. If you're looking to develop your expertise in wealth management and make a lasting impact, this may be the ideal opportunity for you.
Proven experience in wealth management Excellent communication and interpersonal skills Able to work collaboratively as part of a team Strong analytical and problem-solving skills Ability to maintain confidentiality and handle sensitive information Benefits Include: Competitive compensation package What We Offer: Supportive team culture
Location:
Daly City, United States