Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Irvine (CA); Hybrid; USD 75,000 - 125,000; Full time

Job summary

Join an innovative firm as a Sr. Manager, Wealth Advisor, where you will have the opportunity to empower clients through personalized investment strategies. This role offers a unique chance to work with a collaborative team, guiding clients through complex financial landscapes while mentoring junior advisors. You'll thrive in a supportive environment that values your development and encourages creative problem-solving, all while contributing to a mission that challenges the status quo in the finance industry. If you're ready to make a significant impact in wealth management, this is the role for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 5+ years of advisory experience creating financial plans.
• Active FINRA licenses required within 120 days of employment.

Responsibilities

• Deliver exceptional client experiences as a fiduciary.
• Mentor junior team members and deepen client relationships.

Skills

CFP designation

CFA designation

FINRA Series 7 license

FINRA Series 66 license

Financial planning

Client relationship management

Education

Bachelor’s degree

Job description

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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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.

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 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 reimbursement
• Health, dental, and vision insurance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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