Senior Wealth Advisory Manager - Client-Centric Leader

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Colorado is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards.

You will partner with an experienced advisory team to navigate complex decisions, drive client outcomes, and strengthen long-term retention through clear, empathetic communication and rigorous planning.

Qualifications

• Demonstrated ability to lead complex client relationships by diagnosing needs and translating planning concepts into tailored guidance.
• Ability to set an operating cadence for a book of business and coordinate across partners.
• Proven ability to develop holistic financial plans for high-complexity scenarios.
• Senior learning mindset with openness to feedback and sharing best practices.

Responsibilities

• Lead and manage ongoing client relationships with fiduciary accountability.
• Deliver holistic financial planning and tailored investment guidance aligned to client objectives.
• Collaborate with the advisory team to support clients through complex financial decisions.
• Drive client outcomes and long-term retention through clear communication and advisory excellence.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

CFP designation or CFA designation

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab in Colorado is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards.

You will partner with an experienced advisory team to navigate complex decisions, drive client outcomes, and strengthen long-term retention through clear, empathetic communication and rigorous planning.