Sr Manager, Wealth Management Academy
Pay range
Required Qualifications
Developing Others
Building Collaborative Relationships
Adaptability
Coachability
Organizational Effectiveness
Communication
Additional Requirements
- Bachelor's degree required.
- Active FINRA Series 7 and Series 66 licenses required.
- Series 9/10 license preferred or must be attained as a condition of employment.
- CFP® designation highly preferred.
- Excellent working knowledge of Wealth Management products, services, financial planning, and investment guidance.
What You'll Continue to Build
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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