Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Join a forward-thinking firm as a Sr. Manager, Wealth Advisor, where your expertise in financial planning will empower clients to achieve their financial goals. In this role, you'll be part of a premier advisory team, providing personalized service and advice while working as a fiduciary. With opportunities for mentorship and collaboration, you will deepen your wealth management skills and make a significant impact in the finance industry. Enjoy a supportive culture that values professional growth and offers a comprehensive benefits package, including generous time off and a 401(k) plan with company match.

Benefits

401(k) plan with company match

Paid vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 5+ years of advisory experience in financial services.
• CFP or CFA designation required for the role.

Responsibilities

• Provide clients with tailored financial advice and portfolio management.
• Work collaboratively within a dedicated team to enhance client experiences.

Skills

CFP or CFA designation

Advisory experience

Financial planning

Client relationship management

Education

Bachelor's degree

Job description

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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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 Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team. You will provide clients with personal relationships, specialized service, and ongoing advice based on Schwab's investing approach. You will have a direct impact on clients' lives, working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA's advice philosophy will enable you to utilize a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), supporting your success in managing complex portfolios and helping clients achieve their 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 role that allows you to help clients and pursue your passion, this could be the right opportunity for you.

What you have

• 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 working directly with clients in the financial services industry is 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 help you make a positive impact in the finance industry. We offer a comprehensive benefits package, including:

• 401(k) plan with company match and Employee Stock Purchase Plan
• Paid vacation, volunteering days, and a 28-day sabbatical after every 5 years of service (for eligible roles)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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