Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab; Walnut Creek (CA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid parental leave

Health, dental, and vision insurance

Tuition reimbursement

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team to support clients through complex financial decisions.

A successful candidate will demonstrate client experience, time management skills, and financial planning expertise. The role comes with a competitive benefits package and a commitment to workplace flexibility.

Qualifications

• Demonstrated ability to lead complex client relationships and influence decisions.
• Ability to set an operating cadence for maintaining high-impact activities.
• Proven ability to develop holistic financial plans for high-complexity scenarios.
• Demonstrates a senior learning mindset and integrates feedback.
• Exercises sound judgment and escalates issues proactively.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Collaborate closely with an advisory team for complex financial decisions.
• Ensure follow-through on complex client needs and service consistency.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

CFP® or CFA® designation

Bachelor's degree

Active FINRA Series 7 license

Active FINRA Series 66 license (or equivalent)

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

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.

What you have

Required Qualifications

• Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.


• Time Management: Ability to set an operating cadence for a book of business—prioritizing high‑impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow‑through on complex, multi‑workstream client needs.


• Financial Planning: Proven ability to develop and communicate holistic financial plans for high‑complexity scenarios (e.g., concentrated positions, tax‑aware strategies, multi‑goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long‑term outcomes.


• Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.


• Self‑Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

• CFP® designation or CFA® designation


• Bachelor’s degree


• Active FINRA Series 7 license
  
  
  
  • May be obtained with a 120‑day condition of employment
  
  
  
  


• Active FINRA Series 66 license (or equivalent)
  
  
  
  • May be obtained within the first 120 days
  
  
  
  

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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