Senior Wealth Advisory Manager — Holistic Planning

Charles Schwab; Atlanta (GA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Health, dental, and vision insurance

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Paid time off

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Atlanta to lead ongoing client relationships and deliver comprehensive financial planning with tailored investment guidance.

This role partners with an seasoned advisory team to navigate complex decisions while focusing on long‑term goals and fiduciary excellence. The position emphasizes strong communication, relationship focus, and ownership of client outcomes, with an in‑office collaboration model and on‑site expectations in the listed

Qualifications

• Demonstrated ability to lead complex client relationships, translating planning concepts into clear guidance that drives action and trust.
• Ability to set an operating cadence for a book of business and coordinate across partners while maintaining service consistency.
• Proven ability to develop holistic financial plans for high‑complexity scenarios and align portfolios to client objectives and risk profile.
• Senior learning mindset; seek input, coach others, and apply feedback to raise advisory quality.
• Sound judgment and risk awareness; escalate with context to protect the client experience and meet fiduciary expectations.

Responsibilities

• Manage ongoing client relationships and deliver fiduciary guidance.
• Deliver holistic financial planning tailored to client goals and scenarios.
• Provide tailored investment guidance aligned with Schwab’s approach.
• Collaborate with advisory team to support clients through complex decisions.
• Contribute to client confidence and long‑term retention by driving advisory excellence.

Skills

Client relationship management

Time management

Financial planning

Coaching / mentoring

Self-awareness / risk awareness

Education

Bachelor’s degree

CFP designation

CFA designation

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Atlanta to lead ongoing client relationships and deliver comprehensive financial planning with tailored investment guidance.

This role partners with an seasoned advisory team to navigate complex decisions while focusing on long‑term goals and fiduciary excellence. The position emphasizes strong communication, relationship focus, and ownership of client outcomes, with an in‑office collaboration model and on‑site expectations in the listed