Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Bellevue (WA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create comprehensive investment strategies.

The role emphasizes on-site collaboration, regulatory compliance, mentoring junior SWA colleagues, and ongoing client relationship management to help clients reach their goals.

Qualifications

• CFP AE or CFA AE designation preferred.
• Bachelor's degree required.
• Active FINRA Series 7 license; may be obtained with a 120-day condition of employment.
• Active FINRA Series 66 license; may be obtained with a 120-day condition of employment.
• Five or more years of advisory experience creating financial plans and portfolios.

Responsibilities

• Provide fiduciary wealth advisory services to clients.
• Develop and customize financial plans and portfolios.
• Mentor junior Schwab Wealth Advisory team members.
• Collaborate with relationship partners to serve clients.

Skills

Client relationship management

Financial planning

Portfolio construction

Mentoring

Education

Bachelor's degree

CFP AE designation or CFA AE designation

Active FINRA Series 7 license

Active FINRA Series 66 license

Job description

Position Type: Regular
Your opportunity

At Schwab, you07re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWAs advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You9ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You9ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have

Required Qualifications:

• CFP AE designation or CFA AE designation
• Bachelor 92s degree
• Active and valid FINRA Series 7 license
• May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
• May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications:

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What2s in it for you

At Schwab, you2re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive that takes care of the whole you 4a0 both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance