Senior Wealth Advisor Manager – Onsite Client Impact

CFA Institute; Hoboken (NJ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation

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 manage ongoing client relationships with fiduciary rigor and deliver holistic financial planning. You will provide tailored investment guidance while collaborating with a senior advisory team to support clients through complex decisions and long‑term goals.

The role emphasizes relationship‑driven excellence, clear communication, and ownership of client outcomes, with on‑site collaboration in Hoboken, NJ.

Qualifications

• Demonstrated ability to lead complex client relationships with advanced discovery.
• Ability to translate planning concepts into clear, actionable guidance.
• Experience diagnosing needs and guiding clients through decisions.
• Proactive communication of timelines and tradeoffs for multi-workstream needs.
• Demonstrates a senior learning mindset and coaching others informally.

Responsibilities

• Manage ongoing client relationships with fiduciary responsibility.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with advisory team to support clients through complex decisions.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

CFP designation or CFA designation

Bachelor's degree

Active FINRA Series 7

Active FINRA Series 66

Job description

Schwab Wealth Advisory seeks a Sr. Manager, Wealth Advisor to manage ongoing client relationships with fiduciary rigor and deliver holistic financial planning. You will provide tailored investment guidance while collaborating with a senior advisory team to support clients through complex decisions and long‑term goals.

The role emphasizes relationship‑driven excellence, clear communication, and ownership of client outcomes, with on‑site collaboration in Hoboken, NJ.