Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Schwab Stock Plan Services; Irvine (CA); Hybrid; USD 162,000 - 197,000; Full time

Job summary

Join a leading financial services company as a Sr. Manager, Wealth Advisor, where you'll provide personalized investment advice and manage client portfolios. This role emphasizes innovative thinking and problem-solving in a supportive hybrid work environment, with comprehensive benefits and opportunities for professional growth.

Benefits

401(k) with company match

Paid time off

28-day sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Five or more years of advisory experience, including creating and customizing financial plans.
• Active and valid FINRA Series 7 and 66 licenses (may be obtained within 120 days).

Responsibilities

• Provide personalized service and ongoing advice as a fiduciary.
• Manage complex portfolios with a broad array of products.
• Mentor junior team members.

Skills

Financial Planning

Client Experience

Problem Solving

Education

Bachelor’s degree

CFP or CFA designation

Job description

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Join to apply for the Sr. Manager, Wealth Advisor - Schwab Wealth Advisory role at Schwab Stock Plan Services.

Job Details

Location: Irvine, CA

Requisition ID: 2025-110394

Category: Financial Planning

Position type: Regular

Pay range: USD $162,500.00 - $197,000.00 / Year

Application deadline: 2025-06-14

Opportunity Overview

At Schwab, you’re empowered to make an impact on your career. Join a team where innovative thinking meets creative problem solving, helping us challenge the status quo and transform the finance industry.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, non-discretionary investment advisory team, providing personalized service and ongoing advice based on Schwab’s investing philosophy. You will directly impact clients' lives, working as a fiduciary to deliver exceptional experiences, managing complex portfolios with a broad array of products, and mentoring junior team members.

Minimum 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

Preferred Qualifications

• Five or more years of direct client experience in financial services is highly preferred

Benefits & Perks

In addition to a competitive salary, this role offers bonus or incentive opportunities. Schwab supports your personal and professional growth through a comprehensive benefits package including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off, volunteering days, and a 28-day sabbatical after 5 years
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Work Environment

Our hybrid work model balances flexibility with in-person collaboration, emphasizing our commitment to a supportive culture and your development.

Additional Information

We encourage referrals, which can double your chances of interviewing, and provide notifications for new opportunities in Irvine, CA.