Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

About the Role

In this role, you’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions. It’s ideal for someone who thrives in a relationship-driven environment and takes ownership of client outcomes.

Responsibilities

• Lead complex client relationships by diagnosing needs through advanced discovery.
• Develop and communicate holistic financial plans for high-complexity scenarios.
• Set an operating cadence for a book of business, ensuring service consistency.
• Demonstrate a senior learning mindset by integrating feedback and coaching others.

Requirements

• CFP® or CFA® designation.
• Bachelor’s degree.
• Active FINRA Series 7 license.
• Active FINRA Series 66 license (or equivalent), which may be obtained within the first 120 days.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after five years of service
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance