Sr Manager, Wealth Advisor - Schwab Wealth Advisory

CFA Institute; Richfield (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their innovative team. This role offers the chance to make a significant impact on clients' financial journeys while working in a collaborative environment. You will leverage your expertise to provide personalized advice and manage complex investment portfolios. With a focus on client relationships, this position promises growth and the opportunity to mentor junior team members. If you're passionate about wealth management and eager to challenge the status quo, this could be the perfect fit for you.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid vacation

Volunteering time

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Five or more years of advisory experience in financial planning.
• Experience creating and customizing financial plans and portfolios.

Responsibilities

• Provide personalized investment advisory services to clients.
• Work as a fiduciary to deliver exceptional client experiences.

Skills

CFP or CFA designation

FINRA Series 7 license

FINRA Series 66 license

Financial planning

Client relationship management

Education

Bachelor's degree

Job description

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Employer: Charles Schwab | Location: Richfield, USA | Salary: Competitive | Closing date: Apr 30, 2025

View more categories | View less categories | Job Function: Other | Industry Sector: Finance - General | Employment Type: Full Time | Education: Bachelors

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 will join a premier, fee-based, non-discretionary investment advisory team, providing clients with personalized relationships, specialized service, and ongoing advice based on Schwab's investing approach. You will directly impact clients' lives, working as a fiduciary to deliver an exceptional experience. SWA's advice philosophy enables you to utilize a wide array 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, deepen relationships with partners, and have opportunities to mentor junior team members.

If you're seeking growth with a firm that challenges you to deepen your wealth management expertise while helping clients and 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 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 or more years of advisory experience, including creating and customizing financial plans and portfolios

Preferred Qualifications:

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

Additional Compensation: In addition to the salary, role may include bonus or incentive opportunities.

What's in it for you

At Schwab, we are committed to supporting your personal and professional success through a purpose-driven culture and development tools. We value workplace flexibility, serving clients effectively, and fostering in-person collaboration.

Our benefits include:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid vacation, volunteering time, and a 28-day sabbatical after 5 years of service
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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