Director, Wealth Advisory & Investment Strategy

Charles Schwab Corporation; Westlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation seeks a seasoned leader to direct a multi-disciplinary advisory group including fixed income and options consulting. The role combines strategic vision with hands-on leadership to deliver scalable client solutions and grow specialist capabilities.

The position requires more than ten years in financial services, with licenses (Series 7/66/24 or 9/10) and CFA/CFP designations, and a proven track record of managing senior professionals in wealth management.

Qualifications

• Bachelor's Degree required.
• Series 7 required, Series 66 required, Series 24 or Series 9/10 required.
• CFA and/or CFP designation required.
• Minimum 10+ years of work experience in financial services with portfolio analysis, tax issues, and risk analysis.

Responsibilities

• Oversee multiple consulting teams spanning fixed income, options, and specialist capabilities.
• Provide strategic direction and operational leadership across advisory disciplines.
• Lead leaders, build high-performing teams, and manage cross-functional collaboration.
• Drive growth, client relationships, and expansion of specialist capabilities.

Skills

Team leadership

Cross-functional collaboration

Financial analysis

Communication

Strategic thinking

Negotiation

Attention to detail

Education

Bachelor's Degree

Series 7

Series 66

Series 24 or Series 9/10

CFA designation

CFP designation

Job description

Charles Schwab Corporation seeks a seasoned leader to direct a multi-disciplinary advisory group including fixed income and options consulting. The role combines strategic vision with hands-on leadership to deliver scalable client solutions and grow specialist capabilities.

The position requires more than ten years in financial services, with licenses (Series 7/66/24 or 9/10) and CFA/CFP designations, and a proven track record of managing senior professionals in wealth management.