Senior Wealth Advisory Manager

Charles Schwab; Bellevue (WA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) match and Employee stock plan

Tuition reimbursement

Paid vacation and sabbatical after 5‑y

Paid parental leave and family‑making

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor to oversee a book of high‑net‑worth clients. You will lead relationships, deliver comprehensive financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary standards.

You will collaborate with a seasoned advisory team to navigate complex decisions, drive client retention, and uphold rigorous regulatory and fiduciary expectations in a hands‑on, on‑site environment.

Qualifications

• CFP or CFA designation required or in progress.
• Bachelor’s degree required.
• Active FINRA Series 7 and 66 licenses are required or obtainable within defined timelines.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab’s approach to investing.
• Collaborate with advisory team to support clients through complex financial decisions.
• Help clients stay focused on long‑term goals and ensure fiduciary and regulatory compliance.

Skills

Client relationships

Financial planning

Time management

Coachability

Self-awareness

Education

CFP designation

CFA designation

Tools

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor to oversee a book of high‑net‑worth clients. You will lead relationships, deliver comprehensive financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary standards.

You will collaborate with a seasoned advisory team to navigate complex decisions, drive client retention, and uphold rigorous regulatory and fiduciary expectations in a hands‑on, on‑site environment.