Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Phoenix (AZ); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their premier investment advisory team. This role focuses on delivering personalized financial advice and managing complex portfolios for clients, while also mentoring junior advisors. With a strong emphasis on client relationships and fiduciary responsibility, you'll have the opportunity to work collaboratively with top-tier professionals in the field. This innovative firm offers a competitive benefits package and promotes a hybrid work model that values flexibility and personal development, making it an exciting opportunity for seasoned financial advisors.

Benefits

401(k) with Company Match

Employee Stock Purchase Plan

Paid Time Off

Parental Leave

Tuition Reimbursement

Comprehensive Health Insurance

Qualifications

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

Responsibilities

• Deliver personalized investment advice to clients.
• Manage complex client portfolios and build relationships.

Skills

Investment Advisory

Financial Planning

Portfolio Management

Client Relationship Management

Education

Bachelor’s Degree

CFP or CFA Designation

FINRA Series 7 License

FINRA Series 66 License

Job description

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Join to apply for the Sr. Manager, Wealth Advisor - Schwab Wealth Advisory role at Charles Schwab.

Role Overview

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, non-discretionary investment advisory team. Your focus will be on providing personalized, ongoing advice to clients, helping them manage complex portfolios and achieve their financial goals. You will work as a fiduciary, utilizing a broad range of investment products, and will have opportunities to mentor junior team members and collaborate with industry-leading advisors.

Responsibilities

• Deliver personalized investment advice and financial planning to clients.
• Manage complex client portfolios using a variety of investment products.
• Build and deepen client relationships.
• Mentor and collaborate with team members and partners.

Qualifications

• CFP or CFA designation.
• Bachelor’s degree.
• Active and valid FINRA Series 7 and 66 licenses, with a 120-day window for obtaining if not already held.
• At least five years of advisory experience, including financial planning and portfolio management.

Preferred Qualifications

• Over five years of direct client experience in financial services.

Benefits and Culture

Schwab offers a competitive benefits package, including a 401(k) with company match, Employee Stock Purchase Plan, paid time off, parental leave, tuition reimbursement, and comprehensive health insurance. The company promotes a hybrid work model, emphasizing flexibility, personal development, and a supportive culture.

Additional Details

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