Sr. Manager, Wealth Advisor - Schwab Wealth Advisory | Irvine, CA, USA

Charles Schwab; Irvine (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading financial services company is seeking a Sr. Manager, Wealth Advisor to join its advisory team. This role involves providing personalized investment advice, managing client portfolios, and mentoring junior staff. Candidates should have relevant qualifications and experience in financial planning and client management.

Benefits

401(k) with company match

Paid time off for vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• CFP or CFA designation required.
• Five or more years of advisory experience.
• Active FINRA Series 7 and Series 66 licenses (may obtain within 120 days).

Responsibilities

• Provide personalized service and ongoing advice to clients.
• Manage complex portfolios and achieve financial goals.
• Mentor junior team members and collaborate with advisors.

Skills

Financial Planning

Client Relationship Management

Investment Advisory

Education

Bachelor's degree

Job description

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. You will provide clients with personalized service, ongoing advice, and a fiduciary relationship built on Schwab’s investing approach. You will have a direct impact on clients’ lives by helping them manage complex portfolios and achieve their financial goals, utilizing a broad range of products such as stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading. You will work within an experienced, collaborative team, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. This role is ideal for those looking to develop their wealth management expertise in a supportive environment that encourages growth and client-focused service.

What you have

Required Qualifications

• 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 of direct client experience in the financial services industry (highly preferred)

Compensation

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

What’s in it for you

Schwab is committed to empowering your personal and professional success through a supportive culture and focus on development. We balance workplace flexibility with serving clients and fostering in-person collaboration. Our benefits include:

• 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 (for eligible positions)
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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