Senior Wealth Advisor - Client Strategy & Planning

Charles Schwab; Jersey City (NJ); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical benefits

Parental leave and family building

Job summary

Schwab in Jersey City is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach.

You will work with an experienced advisory team to support clients through complex decisions while keeping focus on long‑term goals. The role is ideal for someone who excels in a relationship-driven environment, communicates clearly with empathy, and takes ownership of client

Qualifications

• Demonstrated ability to lead complex client relationships with advanced discovery and tailored guidance.
• Ability to develop holistic financial plans for high‑complexity scenarios and align to client objectives.
• Senior learner mindset, openness to feedback, and willingness to coach others.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab’s fiduciary approach.
• Collaborate with advisory team to support clients through complex decisions.
• Support client confidence, long‑term retention, and advisory excellence.
• Communicate clearly with empathy and own client outcomes.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor's degree

CFP designation

CFA designation

Active FINRA Series 7 license

Active FINRA Series 66 license

May be obtained within 120 days

Job description

Schwab in Jersey City is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach.

You will work with an experienced advisory team to support clients through complex decisions while keeping focus on long‑term goals. The role is ideal for someone who excels in a relationship-driven environment, communicates clearly with empathy, and takes ownership of client