Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; San Diego (CA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Join a forward-thinking firm as a Sr. Manager in Wealth Advisory, where you'll leverage your financial expertise to build lasting client relationships and manage diverse investment portfolios. This role offers the opportunity to work with a collaborative team, mentor junior advisors, and grow your wealth management skills in a supportive environment. With a hybrid work model and competitive benefits, you can make a meaningful impact while advancing your career in the finance industry.

Benefits

401(k) with company match

Stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health benefits

Qualifications

• 5+ years of advisory experience in creating and customizing financial plans.
• Active FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Build personal relationships and provide specialized ongoing advice.
• Help clients manage complex portfolios using various investment products.

Skills

Financial Planning

Portfolio Management

Client Relationship Management

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 Charles Schwab.

Overview

At Schwab, you are empowered to make an impact on your career through innovative thinking and creative problem solving. We challenge the status quo and aim to 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. You will build personal relationships, provide specialized ongoing advice, and help clients manage complex portfolios using a wide array of products such as stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading. You will work with an experienced, collaborative team, deepen relationships with industry-leading advisors, and mentor junior team members. This role offers growth opportunities within a firm committed to developing your wealth management expertise while enabling you to make a meaningful difference for clients.

Minimum 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

• At least five years of direct client experience in the financial services industry is highly preferred

Additional Benefits

In addition to salary, this role is eligible for bonus or incentive opportunities.

What’s in it for you

Schwab is dedicated to supporting your personal and professional growth through a purpose-driven culture and development tools. We offer a hybrid work model, competitive benefits including a 401(k) with company match, stock purchase plan, paid time off, parental leave, tuition reimbursement, and health benefits.

Additional Information

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