Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

CFA Institute; Westlake (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their innovative team. This role offers the opportunity to empower clients through personalized investment strategies and comprehensive financial planning. You will play a pivotal role in enhancing client relationships while mentoring junior team members. With a commitment to professional growth and a supportive culture, this position is perfect for those passionate about making a difference in the finance sector. Join a collaborative environment where your expertise will thrive and contribute to transforming the finance industry.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 5+ years of advisory experience in financial services.
• CFP or CFA designation required for this role.

Responsibilities

• Provide personalized service and ongoing advice to clients.
• Manage complex portfolios and help clients achieve financial goals.

Skills

CFP or CFA designation

FINRA Series 7 license

FINRA Series 66 license

Financial planning

Portfolio management

Client relationship management

Education

Bachelor's degree

Job description

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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Position Type: Regular

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 will join a premier, fee-based, and non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a relationship built on Schwab's approach to investing. You will have a direct impact on clients' lives, working as a fiduciary within a dedicated team to deliver an exceptional client experience. SWA's advice philosophy empowers you to utilize a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), enabling you to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, deepen relationships with industry-leading advisors, and have the opportunity to mentor junior team members. If you're looking to develop your wealth management expertise in a role that allows you to help clients and do what you love, this could be the opportunity for you.

What you have

• 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:

• Five or more years working directly with clients in the financial services industry (highly preferred)

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

What's in it for you

At Schwab, we're committed to empowering your personal and professional success. Our purpose-driven, supportive culture, and focus on your development provide the tools you need to make a positive impact in the finance industry. We balance workplace flexibility with serving our clients and believe in the value of in-person collaboration.

We offer a competitive benefits package that supports your well-being today and in the future, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (eligible positions)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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