Senior Wealth Advisory Manager | CFP/CFA | On‑Site Role

Charles Schwab; Tysons (VA); On-site; USD 160,000 - 220,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical opportunity

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Tysons, VA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to lead tailored financial planning and portfolios for clients. You will act as a fiduciary, delivering advice across stocks, bonds, ETFs, mutual funds, and managed accounts, while mentoring junior SWA team members.

This on-site role emphasizes in-person collaboration and client relationships, with a focus on complex portfolios, high-touch service, and ongoing guidance.

Qualifications

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

Responsibilities

• Lead tailored financial planning and portfolios for clients.
• Deliver fiduciary, personal relationship, and ongoing advice.
• Mentor junior Schwab Wealth Advisory team members.
• Collaborate with partners to deepen client relationships.

Skills

CFP designation

CFA designation

FINRA Series 7

FINRA Series 66

Advisory experience

Bachelor’s degree

Education

Bachelor’s degree

Job description

Charles Schwab in Tysons, VA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to lead tailored financial planning and portfolios for clients. You will act as a fiduciary, delivering advice across stocks, bonds, ETFs, mutual funds, and managed accounts, while mentoring junior SWA team members.

This on-site role emphasizes in-person collaboration and client relationships, with a focus on complex portfolios, high-touch service, and ongoing guidance.