Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab Corporation; Westlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships and deliver holistic financial planning with tailored investment guidance. You will collaborate with an experienced advisory team to support clients through complex decisions and long-term goals, while upholding fiduciary standards.

This on-site role requires strong communication, a client-first mindset, and ownership of client outcomes within the Schwab Wealth Advisory framework.

Qualifications

• Lead complex client relationships by diagnosing needs through discovery and guiding decisions with clear, tailored plans.
• Develop and articulate holistic financial plans for high-complexity scenarios.
• Synthesize inputs to align portfolios with client objectives, risk profile, and long-term goals.
• Demonstrate coachability by seeking feedback and sharing best practices to raise advisory quality.
• Exercise sound judgment and risk awareness to protect client experience and meet fiduciary/regulatory expectations.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab's approach.
• Collaborate with advisory team to support clients through complex decisions.
• Support client retention and advisory excellence through clear communication.

Skills

Client relationships

Holistic financial planning

Complex scenario analysis

Communication

Regulatory/ fiduciary awareness

Education

Bachelor's degree

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.