Senior Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab; Boston (MA); On-site; USD 180,000 - 280,000; Full time

Job summary

Charles Schwab seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Boston. You will provide fiduciary, fee-based advisory services, crafting and implementing complex client portfolios with a broad range of products.

The role emphasizes in-person collaboration and mentoring junior team members in a premier wealth management environment. Required credentials include CFP or CFA designation, a Bachelor's degree, FINRA Series 7 and 66 licenses, and 5+ years of advisory

Qualifications

• CFP AE or CFA AE designation required.
• Bachelor's degree required.
• Active FINRA Series 7 license; may be obtained with a 120-day condition of employment.
• Active FINRA Series 66 license; may be obtained with a 120-day condition of employment.
• Five+ years of advisory experience, including creating and customizing financial plans and portfolios.

Skills

Advisory experience

Financial planning

Portfolio construction

Education

Bachelor's degree

CFP AE designation

CFA AE designation

FINRA Series 7 license

FINRA Series 66 license

Job description

Position Type: Regular
Your opportunity

At Schwab, you07re 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

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. SWAs 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. You9ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You9ll 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 AE designation or CFA AE designation
• Bachelor 92s 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.

What2s in it for you

At Schwab, you2re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our 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 that takes care of the whole you 4a0 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