Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

About the role

As a Sr. Manager, Wealth Advisor, you will manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach to investing. You will collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.

Responsibilities

• Manage complex client relationships through advanced discovery, navigation of sensitive conversations, and clear, tailored guidance.
• Prioritize high-impact activities, coordinate with partners, and communicate tradeoffs, timelines, and next steps to ensure consistent service and follow-through on multi-workstream client needs.
• Develop and communicate holistic financial plans for high-complexity scenarios, synthesizing inputs into recommendations that align with client objectives, risk profiles, and long-term outcomes.
• Coach others informally to raise advisory quality and client experience, and seek peer and leader input to integrate feedback into measurable behavior changes.
• Exercise sound judgment and risk awareness, recognizing when situations exceed scope or require additional expertise, and escalating issues with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Requirements

• 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)

Qualifications

• Demonstrated ability to lead complex client relationships through advanced discovery, diplomacy, and clear, tailored guidance.
• Proven ability to develop and communicate holistic financial plans for high-complexity scenarios.
• Senior learning mindset, seeking input from peers and leaders, integrating feedback, and coaching others.
• Self-awareness, exercising sound judgment, recognizing when situations exceed scope, and escalating issues with clear context and options.

Skills

• Strong client management and communication skills
• Ability to navigate complex financial scenarios
• Effective time management and prioritization
• Collaborative teamwork and leadership
• Strategic financial planning and decision-making

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