Senior Wealth Advisor Manager — Hybrid & Client Impact

Fairygodboss; Westlake (TX); On-site; USD 154,000 - 209,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab invites aSenior Manager, Wealth Advisor to lead client relationships with sophisticated planning and tailored investment guidance. You will collaborate with an advisory team to support complex decisions and drive long-term client outcomes.

Ideal candidates hold CFP/CFA designations with a Bachelor’s degree and FINRA licenses, and thrive in a high-trust, in-office, relationship-driven environment.

Qualifications

• Demonstrated ability to lead complex client relationships with advanced discovery and clear guidance.
• Ability to create holistic financial plans for high-complexity scenarios.
• Willingness to learn, adapt, and share best practices with peers.

Responsibilities

• Manage ongoing client relationships and expectations.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with advisory team to support clients through complex decisions.
• Maintain fiduciary and regulatory standards with clear communication.

Skills

Client relationship management

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor's degree

CFP designation

CFA designation

Tools

FINRA Series 7

FINRA Series 66

Job description

Schwab invites aSenior Manager, Wealth Advisor to lead client relationships with sophisticated planning and tailored investment guidance. You will collaborate with an advisory team to support complex decisions and drive long-term client outcomes.

Ideal candidates hold CFP/CFA designations with a Bachelor’s degree and FINRA licenses, and thrive in a high-trust, in-office, relationship-driven environment.