Senior Wealth Advisor Manager - On-Site Client Planning

CFA Institute; Atlanta (GA); On-site; USD 120,000 - 190,000; 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 Wealth Advisory seeks a Sr. Manager, Wealth Advisor to lead complex client relationships, deliver holistic planning, and guide investment decisions.

You will work with an experienced advisory team to support clients through intricate financial scenarios, prioritizing fiduciary responsibilities and client outcomes. The role emphasizes on-site collaboration and active licensing requirements, with strong emphasis on communication, clarity, and accountability in a relationship-driven

Qualifications

• Demonstrated ability to lead complex client relationships through advanced discovery and tailored guidance.
• Ability to develop holistic financial plans for high-complexity scenarios.
• Senior learning mindset with openness to feedback and coaching others.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Collaborate with advisory team to support clients through complex financial decisions.
• Provide tailored investment guidance aligned with fiduciary standards and Schwab's approach.

Skills

Client experience

Time management

Financial planning

Coachable

Self-awareness

Education

Bachelor's degree

CFP designation

CFA designation

Active FINRA Series 7

Active FINRA Series 66

Job description

Schwab Wealth Advisory seeks a Sr. Manager, Wealth Advisor to lead complex client relationships, deliver holistic planning, and guide investment decisions.

You will work with an experienced advisory team to support clients through intricate financial scenarios, prioritizing fiduciary responsibilities and client outcomes. The role emphasizes on-site collaboration and active licensing requirements, with strong emphasis on communication, clarity, and accountability in a relationship-driven