Senior Wealth Advisor Manager — Lead Client Portfolios

Charles Schwab; Bellevue (WA); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and volunteering

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial planning for complex portfolios.

The role requires on-site collaboration in Bellevue, WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using a wide range of products. A CFP or CFA, FINRA licenses, and 5+ years of advisory experience are required.

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 wealth advisory within Schwab Wealth Advisory (SWA).
• Develop and customize financial plans and portfolios for clients.
• Mentor junior SWA team members and support knowledge transfer.
• Collaborate with partners to deliver an exceptional client experience.

Skills

Client relations

Financial planning

Mentoring

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial planning for complex portfolios.

The role requires on-site collaboration in Bellevue, WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using a wide range of products. A CFP or CFA, FINRA licenses, and 5+ years of advisory experience are required.