Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Westlake (TX); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Join a forward-thinking company as a Sr. Manager, Wealth Advisor, where your expertise in financial planning will shape the future of clients' portfolios. This role emphasizes a personal relationship with clients, offering specialized services and ongoing advice. Collaborate with a dedicated team and mentor junior members while enjoying a supportive culture that prioritizes your professional growth. With a commitment to flexibility and a competitive benefits package, this opportunity allows you to make a significant impact in the finance industry while doing what you love.

Benefits

401(k) with company match

Paid time for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 5+ years of advisory experience in financial planning and portfolio customization.
• CFP or CFA designation required for this role.

Responsibilities

• Deliver exceptional client experiences as a fiduciary within a dedicated team.
• Mentor junior team members and deepen client relationships.

Skills

Financial Planning

Client Relationship Management

Investment Advisory

Portfolio Management

Education

Bachelor’s Degree

CFP or CFA Designation

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 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