Senior Wealth Advisor Lead - Client Strategy & Growth

Charles Schwab; Campbell (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health insurance

Paid time for vacation

Job summary

Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance.

This role requires strong leadership in managing client needs and delivering solutions that align with Schwab’s investment approach, all while working on-site to foster collaboration.

Notable benefits include a competitive salary, bonus opportunities, and a comprehensive benefits package.

Responsibilities

• Manage client relationships and deliver holistic financial planning.
• Provide investment guidance and support clients through financial decisions.
• Collaborate with an advisory team to focus on long-term goals.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self‑Awareness

Education

CFP® or CFA® designation

Bachelor's degree

Job description

Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance.

This role requires strong leadership in managing client needs and delivering solutions that align with Schwab’s investment approach, all while working on-site to foster collaboration.

Notable benefits include a competitive salary, bonus opportunities, and a comprehensive benefits package.