Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

CFA Institute; Edina (MN); Hybrid; USD 80,000 - 150,000; Full time

Job summary

Join a forward-thinking company as a Sr. Manager, Wealth Advisor, where you will empower clients through personalized investment advice. This role offers the chance to work within a premier advisory team, utilizing a broad range of financial products to help clients meet their goals. With a focus on professional growth and a collaborative environment, you will have the opportunity to mentor junior advisors and deepen your industry relationships. Enjoy a flexible work culture that supports your well-being and career development while making a significant impact in the finance industry.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off

28-day sabbatical

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 5+ years of advisory experience creating financial plans.
• CFP or CFA designation required for this role.

Responsibilities

• Act as a fiduciary to deliver exceptional client experiences.
• Manage complex portfolios and help clients achieve financial goals.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Investment Advisory

Education

Bachelor's Degree

CFP or CFA Designation

Job description

Your opportunity
At Schwab, you’re 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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team that provides clients with personalized relationships, specialized service, and ongoing advice based on Schwab’s investment philosophy. You will directly impact clients' lives by acting as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy enables you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), equipping you to manage complex portfolios and help clients achieve their financial goals. You will grow within an experienced, collaborative team, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise within a firm that challenges you and supports your growth while allowing you to make a difference, this opportunity may be ideal for you.

Required Qualifications:

• CFP or CFA designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license (may be obtained within 120 days of employment)
• Active and valid FINRA Series 66 license (may be obtained within 120 days 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 of direct client experience in the financial services industry (highly preferred)

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

What’s in it for you

At Schwab, we are committed to supporting your personal and professional growth. Our purpose-driven culture, focus on development, and flexible work arrangements enable you to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances ongoing workplace flexibility with the value of in-person collaboration. We offer a comprehensive benefits package that supports your well-being today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 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