Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; Richfield (OH); 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 offers the opportunity to provide personalized service and advice to clients, utilizing a diverse range of investment products. You will work collaboratively within a dedicated team, mentoring junior members while deepening client relationships. With a focus on professional growth in a supportive culture, this position allows you to make a significant impact in clients' lives and the finance industry. If you are passionate about wealth management and client success, this could be the perfect fit for you.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

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 services.
• Experience creating and customizing financial plans for clients.

Responsibilities

• Provide personalized service and ongoing advice to clients.
• Utilize a broad range of investment products to manage complex portfolios.

Skills

CFP or CFA designation

FINRA Series 7 license

FINRA Series 66 license

Advisory experience

Financial planning

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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team, providing clients with personalized service and ongoing advice based on Schwab’s investing approach. You will have a direct impact on clients' lives, working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy will enable you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, deepen relationships with partners, including leading advisors, and have opportunities to mentor junior team members. If you seek to develop your wealth management expertise within a role that allows you to help clients while 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 and valid FINRA Series 7 license (may be obtained within 120 days of employment)
• Active and valid 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 for clients

Preferred Qualifications:

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

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

What’s in it for you

At Schwab, we’re committed to supporting your personal and professional growth. Our purpose-driven, supportive culture, and focus on development provide you with the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving clients, and the value of in-person collaboration.

We offer a comprehensive benefits package that supports your well-being today and in the future:

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