Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Phoenix (AZ); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation

Volunteer time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in the United States seeks a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory. You will deliver fiduciary guidance, oversee complex portfolios, and lead a collaborative advisory team in servicing high-net-worth clients.

You will mentor junior SWA members, leverage a broad suite of Schwab products, and partner with specialists to craft customized financial plans and ongoing investment advice aligned with client goals.

Qualifications

• CFP 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.

Responsibilities

• Provide fiduciary wealth advisory services to clients using Schwab’s products.
• Create and customize financial plans and portfolios for clients.
• Mentor junior Schwab Wealth Advisory team members.
• Collaborate with partners to deliver an exceptional client experience.

Skills

CFP or CFA

Bachelor's degree

FINRA Series 7

FINRA Series 66

Advisory experience

Client relationship management

Education

Bachelor's degree

Job description

Position Type: Regular
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 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

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 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