Senior Wealth Advisor Manager - On-Site, Client-Focused

Charles Schwab; Orlando (FL); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & sabbatical program

Parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor to lead complex client relationships and deliver holistic financial planning.

You will collaborate with an experienced advisory team to provide tailored investment guidance aligned with Schwab’s fiduciary approach, helping clients navigate intricate decisions and stay focused on long‑term goals. This on‑site role emphasizes strong communication, a coaching mindset, and the ability to manage a demanding book of business across diverse client

Qualifications

• Proven ability to lead complex client relationships and translate planning concepts into guidance.
• Experience diagnosing client needs and guiding decisions with fiduciary guidance.
• Experience coordinating with partners to manage a multi‑workstream book of business.
• Ability to communicate tradeoffs, timelines, and next steps clearly.

Responsibilities

• Lead ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to clients’ objectives.
• Collaborate with an advisory team to support complex decisions.
• Help clients stay focused on long‑term goals and retention.

Skills

Client relationship leadership

Holistic financial planning

Time management

Communication with empathy

Self‑awareness

Coachability

Bilingual (English & Spanish)

Education

Bachelor’s degree

CFP® designation

Active FINRA Series 7 license

Active FINRA Series 66 license

CFA® designation

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor to lead complex client relationships and deliver holistic financial planning.

You will collaborate with an experienced advisory team to provide tailored investment guidance aligned with Schwab’s fiduciary approach, helping clients navigate intricate decisions and stay focused on long‑term goals. This on‑site role emphasizes strong communication, a coaching mindset, and the ability to manage a demanding book of business across diverse client