Senior Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab; Boston (MA); Hybrid; USD 60,000 - 110,000; Full time

Job summary

A prominent investment advisory firm seeks a Senior Manager, Wealth Advisor to enhance client experiences. This role involves financial planning and advisory leadership within a collaborative team, requiring strong credentials like CFP/CFA and a robust background in client management. The position offers a competitive salary and numerous benefits to support employee success and career development.

Benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Volunteering time off

Sabbatical after 5 years

Qualifications

• CFP or CFA designation required.
• Active FINRA Series 7 and 66 licenses.
• Five or more years of advisory experience.

Responsibilities

• Develop and customize financial plans for clients.
• Mentor junior team members.
• Manage complex client portfolios.

Skills

Financial planning

Client management

Education

Bachelor’s degree

Job description

Senior Manager, Wealth Advisor- Schwab Wealth Advisory

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Senior Manager, Wealth Advisor- Schwab Wealth Advisory

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Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications

• 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.
  

Preferred Qualifications

• Five or more years working directly with clients in the financial services industry highly preferred
  
  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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