Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Schwab Stock Plan Services; Los Angeles (CA); On-site; USD 162,000 - 197,000; Full time

Job summary

A leading company in financial services is seeking a Sr Manager, Wealth Advisor to provide personalized investment advice and manage client portfolios. This role offers opportunities for growth in a collaborative environment, focusing on innovative solutions in wealth management.

Benefits

401(k)

Stock Purchase Plan

Paid Time Off

Parental Leave

Tuition Reimbursement

Health Insurance

Qualifications

• Five+ years of advisory experience, including financial planning and portfolio management.

Responsibilities

• Provide personalized, fee-based investment advice.
• Manage complex portfolios and mentor junior team members.

Skills

Financial Planning

Portfolio Management

Client Relationship Management

Education

Bachelor’s degree

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: Los Angeles, CA
Requisition ID: 2025-110378
Category: Financial Planning
Position type: Regular
Pay range: USD $162,500.00 - $197,000.00 / Year
Application deadline: 2025-05-30

Opportunity Overview

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

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will provide clients with personalized, fee-based, non-discretionary investment advice, using a broad range of financial products. You will work directly with clients as a fiduciary, help manage complex portfolios, and mentor junior team members. This role offers growth within an experienced, collaborative environment and the chance to deepen your wealth management expertise.

Qualifications

Required

• CFP or CFA designation
• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained within 120 days of employment)
• Active FINRA Series 66 license (may be obtained within 120 days of employment)
• Five+ years of advisory experience, including financial planning and portfolio management

Preferred

• Five+ years working directly with clients in financial services

Benefits and Perks

Competitive salary plus bonus/incentives, comprehensive benefits including 401(k), stock purchase plan, paid time off, parental leave, tuition reimbursement, health insurance, and more. Schwab supports hybrid work and flexible schedules to promote work-life balance.

Additional Information

Senior level, full-time role within the Finance and Sales functions. Referrals can double your chances of interview success. Apply to set job alerts for similar roles.