Senior Wealth Advisor Manager — Client Impact & Mentorship

Charles Schwab; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Paid parental leave

Job summary

Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance and bespoke wealth solutions to high-net-worth clients.

You will lead a collaborative team, mentor junior members, and partner with specialists to design and implement comprehensive financial plans, portfolios, and ongoing investment advice tailored to client goals. In person collaboration is emphasized to foster client relationships.

Qualifications

• CFP or CFA designation and 5+ years advisory experience.
• Bachelor’s degree required.
• Active FINRA Series 7 license (may be obtained within 120 days).
• Active FINRA Series 66 license required (may be obtained within 120 days).
• Five+ years of advisory experience creating and customizing financial plans and portfolios.

Responsibilities

• Provide fiduciary wealth advisory services to clients.
• Develop and customize financial plans and portfolios.
• Mentor junior SWA team members and collaborate with partners.
• Deliver exceptional client experience and ongoing guidance.

Skills

Financial planning

Client relationship management

Portfolio construction

Regulatory compliance

Mentoring

Education

CFP designation or CFA designation

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance and bespoke wealth solutions to high-net-worth clients.

You will lead a collaborative team, mentor junior members, and partner with specialists to design and implement comprehensive financial plans, portfolios, and ongoing investment advice tailored to client goals. In person collaboration is emphasized to foster client relationships.