Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

TieTalent; San Francisco (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

A leading company in wealth advisory is seeking a Sr. Manager, Wealth Advisor to join their team. This role involves managing client portfolios, providing personalized service, and mentoring junior advisors. The candidate should have relevant certifications and a strong background in financial planning and portfolio management.

Benefits

401(k)

Health insurance

Paid time off

Sabbaticals

Parental leave

Tuition reimbursement

Flexible hybrid work environment

Qualifications

• CFP or CFA designation required.
• Active FINRA Series 7 and 66 licenses (may be obtained within 120 days).
• Minimum five years of advisory experience.

Responsibilities

• Manage complex portfolios using a range of products.
• Mentor junior team members and deepen client relationships.
• Collaborate with industry-leading advisors.

Skills

Client Relationship Management

Financial Planning

Portfolio Management

Education

Bachelor’s degree

Job description

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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Position Overview

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship. Your role involves helping clients manage complex portfolios using a broad range of products including stocks, bonds, ETFs, mutual funds, and options. You will have the opportunity to mentor junior team members, deepen client relationships, and collaborate with industry-leading advisors.

Key Qualifications

• CFP or CFA designation
• Bachelor’s degree
• Active FINRA Series 7 and 66 licenses (may be obtained within 120 days of employment)
• Minimum five years of advisory experience, including financial planning and portfolio management

Preferred Qualifications

• Extensive client-facing experience in financial services

Benefits & Culture

Schwab offers a competitive benefits package including 401(k), health insurance, paid time off, sabbaticals, parental leave, tuition reimbursement, and a flexible hybrid work environment. We are committed to your professional growth and supporting a balanced, inclusive workplace.