Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Irvine (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Paid parental leave

Tuition reimbursement

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Irvine, California. In this role, you will provide exceptional financial advisory services, building strong client relationships and mentoring junior team members within a dedicated team.

The position requires a Bachelor's degree, CFP® or CFA® designation, and five or more years of advisory experience. Competitive benefits, along with a supportive culture for continuous learning, make this an impactful role.

Qualifications

• Five or more years of advisory experience, including creating and customizing financial plans.
• Active and valid FINRA Series 7 and Series 66 licenses.

Responsibilities

• Deliver exceptional client experience as part of Schwab Wealth Advisory team.
• Mentor junior team members and collaborate with industry leading advisors.

Skills

Advisory experience

Financial planning

Client relationship management

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 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 Qualifications

• CFP® designation or CFA® designation
• Bachelor’s 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.

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 locations.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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 benefits package that takes care of the whole you – 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 reimbursementHealth, dental, and vision insurance