Senior Wealth Advisor & Client Strategy Lead

Charles Schwab Corporation; Tysons (VA); On-site; USD 200,000 - 320,000; Full time

Job summary

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to lead complex client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary standards.

You will collaborate with an experienced advisory team to support clients through sophisticated decisions while focusing on long‑term goals. This on‑site role emphasizes clear communication, fiduciary responsibility, and exceptional client outcomes in a relationship‑driven

Qualifications

• Demonstrated ability to lead complex client relationships by diagnosing needs and translating planning concepts into clear guidance.

Responsibilities

• Manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance.

Skills

Client experience

Time management

Financial planning

Coachability

Self‑awareness

Education

Bachelor’s degree

CFP designation

CFA designation

FINRA 7 license

FINRA 66 license

Job description

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to lead complex client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary standards.

You will collaborate with an experienced advisory team to support clients through sophisticated decisions while focusing on long‑term goals. This on‑site role emphasizes clear communication, fiduciary responsibility, and exceptional client outcomes in a relationship‑driven