Senior Wealth Advisor Manager: Client-Driven, Bonus Eligible

Charles Schwab Corporation; Westlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships and deliver holistic financial planning with tailored investment guidance. You will collaborate with an experienced advisory team to support clients through complex decisions and long-term goals, while upholding fiduciary standards.

This on-site role requires strong communication, a client-first mindset, and ownership of client outcomes within the Schwab Wealth Advisory framework.

Qualifications

• Lead complex client relationships by diagnosing needs through discovery and guiding decisions with clear, tailored plans.
• Develop and articulate holistic financial plans for high-complexity scenarios.
• Synthesize inputs to align portfolios with client objectives, risk profile, and long-term goals.
• Demonstrate coachability by seeking feedback and sharing best practices to raise advisory quality.
• Exercise sound judgment and risk awareness to protect client experience and meet fiduciary/regulatory expectations.

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.
• Support client retention and advisory excellence through clear communication.

Skills

Client relationships

Holistic financial planning

Complex scenario analysis

Communication

Regulatory/ fiduciary awareness

Education

Bachelor's degree

Job description

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships and deliver holistic financial planning with tailored investment guidance. You will collaborate with an experienced advisory team to support clients through complex decisions and long-term goals, while upholding fiduciary standards.

This on-site role requires strong communication, a client-first mindset, and ownership of client outcomes within the Schwab Wealth Advisory framework.