Senior Wealth Advisor Lead - Holistic Planning & Growth

Charles Schwab Corporation; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

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

Ideal candidates thrive in a relationship-driven environment, communicate with clarity and empathy, and take ownership of client outcomes. The role emphasizes in-office collaboration and requires CFP/CFA designations and FINRA licenses.

Qualifications

• Client experience leading complex relationships through discovery and tailored guidance.
• Time management by prioritizing high-impact activities and coordinating across partners.
• Financial planning for high-complexity scenarios and risk-aligned portfolios.
• Coachability: seek feedback and coach others to raise advisory quality.
• Self-awareness: sound judgment and escalation when scope exceeds.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab's approach.
• Collaborate with advisory team to support clients through complex decisions.
• Help drive client retention and advisory excellence.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

CFP designation

CFA designation

FINRA Series 7 license

FINRA Series 66 license

Job description

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

Ideal candidates thrive in a relationship-driven environment, communicate with clarity and empathy, and take ownership of client outcomes. The role emphasizes in-office collaboration and requires CFP/CFA designations and FINRA licenses.