Senior Wealth Advisory Manager

Charles Schwab; Stamford (CT); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Stamford, Connecticut. In this role, you will manage client relationships and deliver tailored financial planning and investment guidance. Your expertise will directly impact client outcomes, trust, and long-term retention.

This position emphasizes the importance of in-office collaboration, creating a supportive environment for both you and your clients.

Schwab offers a competitive benefits package, including 401(k) matching and flexible working options.

Qualifications

• Demonstrated ability to lead complex client relationships with clarity.
• Ability to manage time and prioritize activities effectively.
• Proven capability in developing holistic financial plans.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab’s investing approach.
• Support clients through complex financial decisions.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

CFP® or CFA® designation

Tools

FINRA Series 7 license

FINRA Series 66 license (or equivalent)

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Stamford, Connecticut. In this role, you will manage client relationships and deliver tailored financial planning and investment guidance. Your expertise will directly impact client outcomes, trust, and long-term retention.

This position emphasizes the importance of in-office collaboration, creating a supportive environment for both you and your clients.

Schwab offers a competitive benefits package, including 401(k) matching and flexible working options.