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 by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
• Prioritize high-impact activities, coordinate across partners, and proactively communicate tradeoffs, timelines, and next steps to ensure service consistency and follow-through on complex, multi-workstream client needs.
• 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.
• Coach others informally to raise advisory quality and client experience, seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices.
• Exercise 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.

Requirements

• Clients Experience: Demonstrated ability to lead complex client relationships.
• Time Management: Ability to set an operating cadence for a book of business.
• Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios.
• Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices.
• Self-Awareness: Exercises sound judgment and risk awareness.

Qualifications

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active FINRA Series 7 license - May be obtained with a 120-day condition of employment
• Active FINRA Series 66 license (or equivalent) - May be obtained within the first 120 days

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 for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance