Sr Manager, Wealth Advisor - Schwab Wealth Advisory

CFA Institute; Hoboken (NJ); On-site; USD 80,000 - 140,000; Full time

Job summary

Join a forward-thinking firm as a Senior Wealth Advisor, where your expertise in wealth management will empower clients to achieve their financial goals. In this role, you'll work within a dedicated advisory team, providing exceptional service and personalized investment strategies. You'll be supported by a culture that values professional growth and workplace flexibility, allowing you to thrive in your career while making a meaningful impact in the finance industry. This opportunity not only offers a chance to deepen your advisory skills but also to mentor the next generation of wealth advisors in a collaborative environment.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• CFP or CFA designation and Bachelor's degree required.
• 5+ years of advisory experience in financial services preferred.

Responsibilities

• Provide personalized investment advice and manage complex client portfolios.
• Mentor junior team members and collaborate with experienced advisors.

Skills

Wealth Management

Client Relationship Management

Investment Advisory

Problem Solving

Education

Bachelor's Degree

CFP or CFA Designation

Tools

FINRA Series 7 License

FINRA Series 66 License

Job description

Position Type: Regular

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 Senior 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. SWA's 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. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll 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:

1. CFP designation or CFA designation required
2. Bachelor's degree
3. Active and valid FINRA Series 7 license (may consider a 90-day COE)
4. Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
5. Five or more years of advisory experience

Preferred:

1. 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.

What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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 package that takes care of the whole you - both today and in the future:

1. 401(k) with company match and Employee stock purchase plan
2. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
3. Paid parental leave and family building benefits
4. Tuition reimbursement
5. Health, dental, and vision insurance