Senior Wealth Advisor - Strategic Client Planner & Growth

Charles Schwab; Tysons (VA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work

Competitive benefits

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance in a fiduciary framework.

You will collaborate with an experienced advisory team to support clients through complex financial decisions while focusing on long-term outcomes. This role emphasizes relationship-driven engagement, clear communication, and ownership of client outcomes, with on-site collaboration in Tysons, VA.

Qualifications

• Demonstrated ability to lead complex client relationships through discovery and tailored guidance.
• Ability to translate sophisticated planning concepts into actionable recommendations.
• Proven track record in holistic financial planning for high-complexity scenarios.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with fiduciary standards.
• Collaborate with an advisory team to support clients through complex decisions.
• Help clients stay focused on long-term goals and maintain trust and retention.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

CFP designation

CFA designation

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance in a fiduciary framework.

You will collaborate with an experienced advisory team to support clients through complex financial decisions while focusing on long-term outcomes. This role emphasizes relationship-driven engagement, clear communication, and ownership of client outcomes, with on-site collaboration in Tysons, VA.