Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

TieTalent; San Bruno (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Job summary

TieTalent is seeking a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory in San Bruno, CA. This role involves empowering clients through personalized service and specialized advice, focusing on their complex financial portfolios. The selected candidate will enjoy collaborative team support while mentoring juniors, with opportunities for professional growth in a rapidly transforming finance landscape.

Qualifications

• Five or more years of advisory experience.
• Active and valid FINRA Series 7 and 66 licenses (may be obtained with a condition of employment).

Responsibilities

• Deliver exceptional client experiences as a fiduciary.
• Mentor junior team members and deepen relationships with partners.
• Utilize a range of financial products to manage complex portfolios.

Skills

Client relationship management

Financial planning

Investment advisory

Education

Bachelor’s degree

CFP or CFA designation

Job description

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

2 days ago Be among the first 25 applicants

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

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.

About

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.

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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
• San Bruno, California
  
  

Languages

• English

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Technology, Information and Internet

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