Senior Wealth Advisor & Client Strategy Lead

Charles Schwab; Walnut Creek (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid parental leave

Health, dental, and vision insurance

Tuition reimbursement

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team to support clients through complex financial decisions.

A successful candidate will demonstrate client experience, time management skills, and financial planning expertise. The role comes with a competitive benefits package and a commitment to workplace flexibility.

Qualifications

• Demonstrated ability to lead complex client relationships and influence decisions.
• Ability to set an operating cadence for maintaining high-impact activities.
• Proven ability to develop holistic financial plans for high-complexity scenarios.
• Demonstrates a senior learning mindset and integrates feedback.
• Exercises sound judgment and escalates issues proactively.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Collaborate closely with an advisory team for complex financial decisions.
• Ensure follow-through on complex client needs and service consistency.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

CFP® or CFA® designation

Bachelor's degree

Active FINRA Series 7 license

Active FINRA Series 66 license (or equivalent)

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team to support clients through complex financial decisions.

A successful candidate will demonstrate client experience, time management skills, and financial planning expertise. The role comes with a competitive benefits package and a commitment to workplace flexibility.