Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Los Angeles (CA); Hybrid; USD 80,000 - 150,000; Full time

Job summary

Join a forward-thinking company as a Sr. Manager, Wealth Advisor, where you will empower clients with personalized investment strategies. This role offers the chance to work within a collaborative team, utilizing a broad range of financial products to help clients achieve their goals. With a strong focus on professional growth and a supportive culture, you will have the opportunity to mentor junior team members and enhance your wealth management expertise. Enjoy a hybrid work model that balances flexibility with in-person collaboration, making a significant impact in the finance industry while doing what you love.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time off for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

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

Responsibilities

• Provide personalized investment advice and financial planning to clients.
• Work collaboratively within a dedicated advisory team to enhance client experience.

Skills

Financial Planning

Client Relationship Management

Investment Advisory

Portfolio Management

Education

Bachelor's Degree

CFP or CFA Designation

FINRA Series 7 License

FINRA Series 66 License

Job description

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 will join a premier, fee-based, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a relationship built on Schwab’s investment approach. You will directly impact clients’ lives by working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy enables you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, strengthen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise within a firm that challenges you and allows you to help clients while doing what you love, this could be the right opportunity for you.

What you have

Required 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 for clients

Preferred Qualifications:

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

Additional Compensation: This role is eligible for bonus or incentive opportunities, in addition to the salary range.

What’s in it for you

At Schwab, we are committed to supporting your personal and professional growth. Our purpose-driven culture and focus on development provide you with the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility model balances flexibility with the value of in-person collaboration.

We offer a comprehensive benefits package that supports your well-being today and in the future, 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 (eligible positions)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance