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 and influence decisions with clear, tailored guidance.
• Navigate sensitive conversations with diplomacy and ensure service consistency across multiple workstreams.
• Develop and communicate holistic financial plans for high-complexity scenarios, synthesizing inputs into actionable recommendations.
• Collaborate with an experienced advisory team to support clients through complex financial decisions and help them stay focused on long-term goals.

Requirements

• Demonstrated ability to lead complex client relationships through advanced discovery, navigation of sensitive conversations, and translation of sophisticated planning and investment concepts into clear, tailored guidance.
• Ability to prioritize high-impact activities, coordinate across partners, and communicate tradeoffs, timelines, and next steps consistently.
• Proven ability to 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.
• Senior learning mindset, seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices to coach others.
• Sound judgment and risk awareness, recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

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 the first 120 days)

Skills

• Client Relationship Management
• Financial Planning
• Complex Scenario Analysis
• Communication and Diplomacy
• Collaboration and Teamwork
• Leadership and Influence
• Adaptability and Problem Solving

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

The salary range for this role is [insert actual salary range here]. This role is also eligible for bonus or incentive opportunities.

Schedule

This role is currently available on-site at the specified locations.