Senior Wealth Advisor Lead — Client Strategy & Growth

Charles Schwab Corporation; Orlando (FL); On-site; USD 170,000 - 290,000; Full time

Job summary

Charles Schwab Corporation in Orlando, FL is seeking a Sr. Manager, Wealth Advisor to lead a high‑touch client book within Schwab Wealth Advisory.

You will deliver holistic financial planning and tailored investment guidance, coordinating with an experienced advisory team to drive client outcomes and long‑term retention. The role emphasizes fiduciary excellence, clear communication, and the ability to navigate complex financial scenarios for international clients while staying compliant with

Qualifications

• CFP or CFA designation required
• Bachelor’s degree required
• Active FINRA Series 7 license (may be obtained with 120‑day condition)
• Active FINRA Series 66 license (or equivalent) (may be obtained within 120 days)
• Bilingual English & Spanish
• Prior experience supporting international clients

Responsibilities

• Lead complex client relationships by diagnosing needs and translating planning concepts into tailored guidance.
• Deliver holistic financial plans for high‑complexity scenarios.
• Collaborate with advisory team to support clients through complex decisions.
• Maintain fiduciary and regulatory standards while ensuring client outcomes.
• Coach peers to raise advisory quality and client experience

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

CFP designation

CFA designation

Bachelor's degree

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab Corporation in Orlando, FL is seeking a Sr. Manager, Wealth Advisor to lead a high‑touch client book within Schwab Wealth Advisory.

You will deliver holistic financial planning and tailored investment guidance, coordinating with an experienced advisory team to drive client outcomes and long‑term retention. The role emphasizes fiduciary excellence, clear communication, and the ability to navigate complex financial scenarios for international clients while staying compliant with