Senior Wealth Advisor & Client Growth Leader

Charles Schwab Careers; Chicago (IL); On-site; USD 150,000 - 230,000; Full time

Job summary

Charles Schwab in Chicago seeks a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance within Schwab’s fiduciary framework.

Ideal candidates hold CFP or CFA, a Bachelor's degree, and active FINRA licenses 7 and 66 (or obtained within 120 days). The role emphasizes clear communication, collaboration with an advisory team, and a client-focused, compliant advisory approach.

Qualifications

• CFP designation or CFA designation required.
• Bachelor’s degree required.
• Active FINRA Series 7 license required.
• Active FINRA Series 66 license required.
• May be obtained within the first 120 days of employment.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab’s approach to investing.
• Collaborate with an advisory team to support clients through complex financial decisions.
• Help clients stay focused on long-term goals.

Skills

Client relationship leadership

Time management

Financial planning

Coachability

Self-awareness

Education

CFP designation

CFA designation

Bachelor’s degree

Active FINRA Series 7 license

Active FINRA Series 66 license

Job description

Charles Schwab in Chicago seeks a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance within Schwab’s fiduciary framework.

Ideal candidates hold CFP or CFA, a Bachelor's degree, and active FINRA licenses 7 and 66 (or obtained within 120 days). The role emphasizes clear communication, collaboration with an advisory team, and a client-focused, compliant advisory approach.