Senior Wealth Advisor Manager | Client Impact & Mentorship

Charles Schwab; Tysons (VA); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Bonus opportunities

On-site collaboration

401(k) with company match

Job summary

Charles Schwab in Tysons, VA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to lead client relationships and deliver fiduciary financial guidance. You will work with high‑net‑worth portfolios, crafting plans with a broad suite of Schwab products and ongoing advice.

You’ll mentor junior SWA teammates, collaborate with partners, and contribute to a culture that values in-person collaboration and hands-on development in a premier, fee-based advisory environment.

Qualifications

• CFP designation or CFA designation.
• Bachelor’s degree.
• Active and valid FINRA Series 7 license.
• May be obtained with a 120-day condition of employment.
• Active and valid FINRA Series 66 license required.
• May be obtained with a 120-day condition of employment.
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Responsibilities

• Provide fiduciary-level wealth advice and comprehensive financial planning to clients.
• Lead a Schwab Wealth Advisory team and mentor junior SWA members.
• Develop portfolios using Schwab product suite and deliver ongoing client service.

Job description

Charles Schwab in Tysons, VA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to lead client relationships and deliver fiduciary financial guidance. You will work with high‑net‑worth portfolios, crafting plans with a broad suite of Schwab products and ongoing advice.

You’ll mentor junior SWA teammates, collaborate with partners, and contribute to a culture that values in-person collaboration and hands-on development in a premier, fee-based advisory environment.