Senior Wealth Advisor Manager — Client Impact & Growth

Charles Schwab; Bellevue (WA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create comprehensive investment strategies.

The role emphasizes on-site collaboration, regulatory compliance, mentoring junior SWA colleagues, and ongoing client relationship management to help clients reach their goals.

Qualifications

• CFP AE or CFA AE designation preferred.
• Bachelor's degree required.
• Active FINRA Series 7 license; may be obtained with a 120-day condition of employment.
• Active FINRA Series 66 license; may be obtained with a 120-day condition of employment.
• Five or more years of advisory experience creating financial plans and portfolios.

Responsibilities

• Provide fiduciary wealth advisory services to clients.
• Develop and customize financial plans and portfolios.
• Mentor junior Schwab Wealth Advisory team members.
• Collaborate with relationship partners to serve clients.

Skills

Client relationship management

Financial planning

Portfolio construction

Mentoring

Education

Bachelor's degree

CFP AE designation or CFA AE designation

Active FINRA Series 7 license

Active FINRA Series 66 license

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create comprehensive investment strategies.

The role emphasizes on-site collaboration, regulatory compliance, mentoring junior SWA colleagues, and ongoing client relationship management to help clients reach their goals.