Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Atlanta (GA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their dynamic team. In this pivotal role, you will deliver personalized investment advice while working as a fiduciary, ensuring exceptional client service. With the opportunity to mentor junior advisors and collaborate with industry partners, this position offers a pathway to deepen your wealth management expertise. The firm promotes a hybrid work model that balances flexibility with in-person collaboration, ensuring a supportive environment for your personal and professional growth. Join a purpose-driven culture that values your contributions and rewards your efforts.

Benefits

401(k)

Stock Purchase Plan

Paid Time Off

Parental Leave

Tuition Reimbursement

Health Insurance

Qualifications

• Five+ years of advisory experience in financial planning and portfolio management.
• Active FINRA Series 7 and 66 licenses (may be obtained within 120 days).

Responsibilities

• Provide personalized, fee-based investment advice to clients.
• Mentor junior team members and collaborate with industry partners.

Skills

Investment Advice

Financial Planning

Portfolio Management

Client Relationship Management

Education

Bachelor’s Degree

CFP or CFA Designation

Job description

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Join to apply for the Sr Manager, Wealth Advisor - Schwab Wealth Advisory role at Charles Schwab.

Job Overview

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will provide personalized, fee-based, non-discretionary investment advice to clients, using a broad range of financial products. You will work as a fiduciary, delivering exceptional client service, mentoring junior team members, and collaborating with industry partners. This role offers growth within an experienced team and the opportunity to deepen your wealth management expertise.

Qualifications

Required Qualifications:

• CFP or CFA designation
• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained within 120 days of employment)
• Active FINRA Series 66 license (may be obtained within 120 days of employment)
• Five+ years of advisory experience, including financial planning and portfolio management

Preferred Qualifications:

• Five+ years of direct client experience in financial services

Benefits & Culture

We offer competitive compensation, bonus opportunities, and a comprehensive benefits package including 401(k), stock purchase plan, paid time off, parental leave, tuition reimbursement, and health insurance. Our hybrid work model balances flexibility with in-person collaboration. We are committed to your personal and professional growth in a purpose-driven culture.

Additional Details

• Seniority level: Mid-Senior
• Employment type: Full-time
• Job function: Finance and Sales