Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Lone Tree (IA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their innovative advisory team. This role empowers you to make a significant impact on clients' financial futures while working collaboratively in a supportive environment. You will leverage a wide array of investment products to tailor solutions for complex portfolios, ensuring clients achieve their financial goals. With a focus on personal and professional growth, this opportunity offers a chance to mentor others while enhancing your wealth management expertise. Join a firm that values flexibility and a strong team culture, making a difference in the finance industry.

Benefits

401(k) with company match

Employee stock purchase plan

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Paid time off

28-day sabbatical after 5 years

Qualifications

• 5+ years of advisory experience in financial planning and portfolio management.
• CFP or CFA designation is required for this position.

Responsibilities

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

Skills

Financial Planning

Client Relationship Management

Investment Strategies

Portfolio Management

Education

Bachelor's Degree

CFP or CFA Designation

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 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

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 comprehensive benefits package including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and a 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

Additional details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals can increase your chances of interviewing at Charles Schwab by 2x.