Radnor, PA

Finance Jobs in Radnor, PA

2 jobs found

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26d ago

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Radnor, PA Hybrid

Radnor, PA

26d ago

$110k - $154k/yr Full time Advisor Advisory Client Relations

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Job Description

The Wealth Advisor role within Schwab Wealth Advisory at Charles Schwab, based in Radnor, PA with a hybrid work arrangement, focuses on fiduciary investment guidance and ongoing client service across a broad range of products. The position emphasizes client relationship management, collaboration within a team, and on-site coordination to support a superior client experience. Salary range: USD 110,000 to 154,000 per year; a bachelor’s degree is required.

Responsibilities

Deliver a personalized relationship, specialized service, and ongoing guidance grounded in Schwab’s fiduciary approach, working within a dedicated Schwab Wealth Advisory team to ensure an exceptional client experience.
Leverage a broad spectrum of investment vehicles including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading to support clients with complex portfolios and goal attainment.
Grow within an experienced, collaborative team and deepen relationships with a range of partners, including leading industry advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license; for certified and current CFP or CFA designation holders, the license may be obtained with a 120-day condition of employment, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

What You Have

Bachelor’s degree
Active FINRA Series 7 license; may be obtained with a 120-day condition of employment for certified and current CFP or CFA designation holders, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
CFP or CFA designation
Superior relationship management and client retention experience
Polished interpersonal, communication, and presentation skills with strong attention to detail

What’s In It For You

At Schwab, you are empowered to shape your future through meaningful work, ongoing learning, and a culture based on trust and collaboration. The Hybrid Work and Flexibility approach balances a commitment to client service with the value of in-person collaboration.

Our benefits package is designed to support both today and tomorrow, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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26d ago

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Radnor, PA Hybrid

Radnor, PA

26d ago

$148k - $204k/yr Full time Manager Senior Advisor

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Job Description

Charles Schwab's Wealth Advisory practice is hiring a Sr Manager, Wealth Advisor to anchor a hybrid role in Radnor, Pennsylvania. In this position, you will provide fiduciary, non-discretionary investment guidance and ongoing client service while mentoring junior team members and collaborating with Schwab's advisory partners. The role offers a competitive salary range and requires a bachelor’s degree with at least five years of advisory experience, with on-site work expected.

Responsibilities

Provide clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.
Deliver an exceptional client experience as a fiduciary within a dedicated Schwab Wealth Advisory team.
Use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage their more complex portfolios and achieve their goals.
Deepen relationships with various partners, including industry leading advisors.
Mentor junior SWA team members.

Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license (required; may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients

Benefits

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 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

What you have

CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years working directly with clients in the financial services industry highly preferred

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Finance Jobs in Radnor, PA

Wealth Advisor, Schwab Wealth Advisory

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

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