Senior Wealth Advisor & Client Strategy Lead

Charles Schwab; Tysons (VA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for vacation and sabbat?

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Wealth Advisory is seeking a Sr. Manager, Wealth Advisor to manage client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary approach.

You’ll work with an experienced advisory team to support clients through complex decisions while focusing on long-term goals. This role requires CFP or CFA designation, a Bachelor’s degree, and active FINRA licenses, with in-office work at Tysons, VA.

Qualifications

• Lead complex client relationships through advanced discovery and tailored guidance.
• Develop holistic financial plans for high-complexity scenarios and risk alignment.
• Communicate clearly, listen actively, and translate concepts into actionable advice.
• Demonstrate senior learning mindset, seek feedback, and coach peers.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with client objectives and fiduciary standards.
• Collaborate with advisory team to support clients through complex decisions.
• Maintain a focus on long-term client outcomes and retention.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

CFP designation

CFA designation

FINRA Series 7 license

FINRA Series 66 license

Job description

Schwab Wealth Advisory is seeking a Sr. Manager, Wealth Advisor to manage client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary approach.

You’ll work with an experienced advisory team to support clients through complex decisions while focusing on long-term goals. This role requires CFP or CFA designation, a Bachelor’s degree, and active FINRA licenses, with in-office work at Tysons, VA.