Senior Wealth Advisory Manager — Hybrid, Client‑Focused

Charles Schwab; Dallas, Westlake (TX, TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and volunteering

Sabbatical after 5 years for eligible

Paid parental leave and family support

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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

You’ll collaborate with an advisory team to support clients through complex decisions while helping them stay focused on long-term goals. This role emphasizes clear communication, ownership of client outcomes, and in-person collaboration to maintain client confidence and advisory

Qualifications

• Lead complex client relationships by diagnosing needs through advanced discovery and guiding decisions.
• Develop holistic financial plans for high-complexity scenarios and align portfolios to client objectives.
• Demonstrate coachability and sound judgment, escalating with context when needed.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab’s approach to investing.
• Collaborate with an advisory team to support clients through complex decisions.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

CFP designation

CFA designation

Bachelor's degree

Job description

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

You’ll collaborate with an advisory team to support clients through complex decisions while helping them stay focused on long-term goals. This role emphasizes clear communication, ownership of client outcomes, and in-person collaboration to maintain client confidence and advisory