Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Health, dental, and vision insurance

Tuition reimbursement

Paid time off for vacation and volunteering

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Lone Tree, Colorado. This role focuses on delivering personalized investment advisory services within a dedicated team, empowering clients to manage complex portfolios effectively.

Ideal candidates will have a CFP® or CFA® designation, a Bachelor’s degree, and experience in advisory roles. The position provides opportunities for professional growth and offers a competitive compensation package with benefits.

Qualifications

• CFP® or CFA® designation required.
• Five years of advisory experience creating financial plans.
• Strong communication and client engagement skills.

Responsibilities

• Lead client advisory services within a dedicated team.
• Mentor junior team members and foster a collaborative environment.
• Deliver exceptional client experiences and enhance wealth management expertise.

Skills

CFP® designation or CFA® designation

Active and valid FINRA Series 7 license

Active and valid FINRA Series 66 license

Five or more years of advisory experience

Client relationship management

Education

Bachelor’s degree

Job description

Position Type

Regular

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.

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 location.

Role Overview

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.

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

Compensation

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Benefits

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 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 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