Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

About the role

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 with Schwab's approach to investing.

Responsibilities

• Manage complex client relationships through advanced discovery, sensitive conversations, and clear, tailored guidance.
• Navigate and influence decisions to deepen trust and drive action.
• Set an operating cadence for a book of business, prioritizing high-impact activities, coordinating across partners, and communicating tradeoffs, timelines, and next steps.
• Develop and communicate holistic financial plans for high-complexity scenarios, synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
• Collaborate closely with an experienced advisory team to support clients through complex financial decisions.
• Take ownership of client outcomes and ensure service consistency and follow-through on complex, multi-workstream client needs.

Requirements

• Demonstrated ability to lead complex client relationships.
• Ability to set an operating cadence for a book of business.
• Proven ability to develop and communicate holistic financial plans.
• Demonstrates a senior learning mindset by seeking input from peers and leaders.
• Exercises sound judgment and risk awareness.

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).

Skills

• Client management and relationship-building skills.
• Financial planning and analysis.
• Collaboration and teamwork.
• Communication and interpersonal skills.

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.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

The salary range for this role is not specified, but it is eligible for bonus or incentive opportunities.

Schedule

This role is eligible for a hybrid work schedule, balancing workplace flexibility, client service, and the value of in-person collaboration.