Senior Wealth Advisory Manager - Holistic Planning

Charles Schwab Careers; Stamford (CT); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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

You will collaborate with an experienced advisory team to support clients through complex decisions while staying focused on long‑term goals; this on-site role is based in Stamford, Connecticut, with regular in-person collaboration.

Qualifications

• Bachelor's degree required for the role.
• CFP or CFA designation preferred.
• Active FINRA Series 7 license required; Series 66 preferred or can be obtained within 120 days.

Responsibilities

• Lead complex client relationships by diagnosing needs and translating planning concepts into guidance.
• Develop holistic financial plans for high-complexity scenarios and align portfolios with client objectives.
• Collaborate with advisory team to support clients through complex decisions and long-term goals.
• Demonstrate a senior learning mindset and coach others to raise advisory quality.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor's degree

CFP designation

CFA designation

Job description

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

You will collaborate with an experienced advisory team to support clients through complex decisions while staying focused on long‑term goals; this on-site role is based in Stamford, Connecticut, with regular in-person collaboration.