Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Orlando (FL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

28-day sabbatical after every 5 years

Job summary

Charles Schwab in Orlando is seeking a Sr. Manager, Wealth Advisor. You’ll lead a team providing personalized investment advisory solutions, mentoring junior members while fostering impactful client relationships.

The ideal candidate possesses a CFP® or CFA® designation, a Bachelor's degree, and FINRA Series 7 and 66 licenses. Enjoy a competitive benefits package and a hybrid work environment that prioritizes meaningful work and trust.

Qualifications

• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
• Experience working directly with clients in the financial services industry highly preferred.

Responsibilities

• Join a dedicated Schwab Wealth Advisory team to deliver exceptional client experience.
• Mentor junior SWA team members.
• Help clients manage complex portfolios and achieve their goals.

Skills

CFP® designation or CFA® designation

Five or more years of advisory experience

Active and valid FINRA Series 7 license

Active and valid FINRA Series 66 license

Education

Bachelor’s degree

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.

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 locations.

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 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

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 competitive benefits package 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