Senior Wealth Advisory Manager - Hybrid & Impact

Charles Schwab; Chicago (IL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+ 

Paid parental leave and family leaving

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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

You’ll collaborate with an experienced advisory team to guide clients through complex decisions and focus on long-term outcomes. The role emphasizes relationship-driven service, clear communication, ownership of client results, and in-office collaboration.

Qualifications

• Bachelor's degree required.
• CFP designation or CFA designation preferred.
• Active FINRA Series 7 license required (may be obtained within 120 days).
• Active FINRA Series 66 license (or equivalent) required (may be obtained within 120 days).

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab’s fiduciary approach.
• Collaborate with advisory team to support clients through complex decisions.
• Demonstrate leadership and ownership of client outcomes.

Skills

Client Relationships

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

CFP designation

CFA designation

Active FINRA Series 7

Active FINRA Series 66

Job description

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

You’ll collaborate with an experienced advisory team to guide clients through complex decisions and focus on long-term outcomes. The role emphasizes relationship-driven service, clear communication, ownership of client results, and in-office collaboration.