Senior Wealth Advisor - Client Strategy Leader

Charles Schwab Corporation; Bellevue (WA); On-site; USD 150,000 - 190,000; Full time

Job summary

Charles Schwab Corporation's Schwab Wealth Advisory is seeking a Sr. Manager, Wealth Advisor to lead client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s disciplined investing approach.

You’ll collaborate with an experienced advisory team to support clients through complex decisions while focusing on long‑term goals. You’ll collaborate with an experienced advisory team to support clients through complex financial decisions while

Qualifications

• Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
• Ability to set an operating cadence for a book of business—prioritizing high‑impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow‑through on complex, multi‑workstream client needs.
• Proven ability to develop and communicate holistic financial plans for high‑complexity scenarios (e.g., concentrated positions, tax‑aware strategies, multi‑goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long‑term outcomes.
• Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
• Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Responsibilities

• Manage ongoing client relationships and deliver tailored investment guidance.
• Collaborate with advisory team to support clients through complex financial decisions.
• Help clients stay focused on long‑term goals and fiduciary duties.
• Ensure regulatory and fiduciary standards are upheld in all client interactions.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

CFP® designation or CFA® designation

Bachelor’s degree

Job description

Charles Schwab Corporation's Schwab Wealth Advisory is seeking a Sr. Manager, Wealth Advisor to lead client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s disciplined investing approach.

You’ll collaborate with an experienced advisory team to support clients through complex decisions while focusing on long‑term goals. You’ll collaborate with an experienced advisory team to support clients through complex financial decisions while