Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

About the role

The Sr. Manager, Wealth Advisor at Schwab Wealth Advisory is responsible for managing complex client relationships, delivering holistic financial planning, and providing tailored investment guidance. This role requires a proven track record in client management, financial planning, and communication skills.

Responsibilities

• Manage and deepen client relationships through advanced discovery and tailored investment guidance
• Develop and communicate holistic financial plans for high-complexity scenarios
• Collaborate with an experienced advisory team to support clients through complex financial decisions
• Ensure service consistency and follow-through on complex, multi-workstream client needs
• Communicate with clarity and empathy, taking ownership of client outcomes

Requirements

• Clients Experience: Demonstrated ability to lead complex client relationships
• Time Management: Ability to prioritize high-impact activities and ensure service consistency
• Financial Planning: Proven ability to develop and communicate holistic financial plans
• Coachability: Seeking input from peers and leaders to improve advisory quality and client experience
• Self-Awareness: Sound judgment, risk awareness, and ability to recognize when situations require escalation

Qualifications

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active FINRA Series 7 license (obtainable within 120 days)
• Active FINRA Series 66 license (or equivalent) (obtainable within 120 days)

Benefits

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