Senior Wealth Advisor — On‑Site, Fiduciary Guidance

Charles Schwab; Austin (TX); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

401(k) with match

Paid vacation and volunteering leave

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Austin to lead client relationships within Schwab Wealth Advisory. You will provide fiduciary guidance, develop personalized wealth plans, and manage complex portfolios using stocks, bonds, ETFs and funds.

You will mentor junior colleagues and collaborate with a broad partner network to deliver exceptional service on-site. The role requires CFP or CFA designation, FINRA licenses, a bachelor’s degree, and 5+ years of advisory experience.

Qualifications

• CFP designation or CFA designation required.
• Bachelor’s degree required.
• Active FINRA Series 7 license (may be obtained with 120-day condition of employment).
• Active FINRA Series 66 license (may be obtained with 120-day condition of employment).
• Five or more years of advisory experience creating and customizing financial plans and portfolios.

Responsibilities

• Provide personal relationship, specialized service and ongoing advice as a fiduciary for clients.
• Deliver exceptional client experience within Schwab Wealth Advisory.
• Utilize a broad range of investment products to manage complex portfolios.
• Mentor junior SWA team members and collaborate with partners.
• Partner with colleagues to deepen client relationships and grow assets under management.

Skills

CFP designation

CFA designation

Education

Bachelor's degree

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Austin to lead client relationships within Schwab Wealth Advisory. You will provide fiduciary guidance, develop personalized wealth plans, and manage complex portfolios using stocks, bonds, ETFs and funds.

You will mentor junior colleagues and collaborate with a broad partner network to deliver exceptional service on-site. The role requires CFP or CFA designation, FINRA licenses, a bachelor’s degree, and 5+ years of advisory experience.