Senior Wealth Advisor Manager – Holistic Planning Lead

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 180,000 - 260,000; Full time

Job summary

Charles Schwab Corporation's Schwab Wealth Advisory in Phoenix is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary 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.

Qualifications

• Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
• Ability to set an operating cadence for a book of business—prioritizing high‑impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps.

Responsibilities

• Lead complex client relationships by diagnosing needs and delivering tailored guidance.
• Develop and communicate holistic financial plans for high-complexity scenarios.
• Provide tailored investment guidance aligned to client objectives and risk profile.
• Collaborate with advisory team to support clients through complex decisions and long‑term goals.

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 Corporation's Schwab Wealth Advisory in Phoenix is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary 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.