Senior Wealth Advisor Leader – Client Impact & Growth

Charles Schwab; Charlotte (NC); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Vacation & sabbatical program

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Charlotte, NC is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach.

You will collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. This role is ideal for someone who thrives in a relationship-driven environment and takes ownership of client

Qualifications

• Demonstrates ability to lead complex client relationships and translate planning concepts into actionable guidance.
• Effectively managing a book of business with disciplined time management and proactive communication.
• Proven ability to develop holistic financial plans for high-complexity scenarios aligning to client objectives.

Responsibilities

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

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

CFP designation or CFA designation

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab in Charlotte, NC is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach.

You will collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. This role is ideal for someone who thrives in a relationship-driven environment and takes ownership of client