Senior Manager, Wealth Advisor - Schwab Wealth Advisory

About the role

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.

Responsibilities

• Manage ongoing client relationships, delivering holistic financial planning and providing tailored investment guidance aligned with Schwab’s approach to investing.
• Collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.

Requirements

• Client Experience: Demonstrated ability to lead complex client relationships, diagnose needs, navigate sensitive conversations, and influence decisions.
• Time Management: Ability to prioritize high-impact activities, coordinate across partners, and communicate tradeoffs, timelines, and next steps.
• Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios, synthesizing inputs into actionable recommendations.
• Coachability: Senior learning mindset, seeking input from peers and leaders, integrating feedback into measurable behavior changes, and coaching others.
• Self-Awareness: Sound judgment and risk awareness, recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options.

Qualifications

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license (or equivalent)

Skills

• Strong communication and interpersonal skills
• Advanced financial planning and investment knowledge
• Ability to manage multiple clients and projects simultaneously
• Proactive problem-solving and decision-making abilities

Benefits

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

Pay

Competitive salary range with potential for bonus or incentive opportunities.

Schedule

The role is based on-site in the specified locations.