Senior Wealth Advisor Manager — Lead, Mentor & Client Impact

Charles Schwab; Phoenix (AZ); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation

Volunteer time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in the United States seeks a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory. You will deliver fiduciary guidance, oversee complex portfolios, and lead a collaborative advisory team in servicing high-net-worth clients.

You will mentor junior SWA members, leverage a broad suite of Schwab products, and partner with specialists to craft customized financial plans and ongoing investment advice aligned with client goals.

Qualifications

• CFP 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 services to clients using Schwab’s products.
• Create and customize financial plans and portfolios for clients.
• Mentor junior Schwab Wealth Advisory team members.
• Collaborate with partners to deliver an exceptional client experience.

Skills

CFP or CFA

Bachelor's degree

FINRA Series 7

FINRA Series 66

Advisory experience

Client relationship management

Education

Bachelor's degree

Job description

Charles Schwab in the United States seeks a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory. You will deliver fiduciary guidance, oversee complex portfolios, and lead a collaborative advisory team in servicing high-net-worth clients.

You will mentor junior SWA members, leverage a broad suite of Schwab products, and partner with specialists to craft customized financial plans and ongoing investment advice aligned with client goals.