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 will 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.
• Collaborate with an experienced advisory team to support clients through complex financial decisions.
• 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.
• Set an operating cadence for a book of business, prioritizing high-impact activities, coordinating across partners, and communicating tradeoffs, timelines, and next steps.
• Ensure service consistency and follow-through on complex, multi-workstream client needs.
• Exercise sound judgment and risk awareness, recognizing when situations exceed scope or require additional expertise, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Requirements

• Demonstrated ability to lead complex client relationships through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions.
• Ability to set an operating cadence for a book of business, prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps.
• 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.
• Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices.
• Exercises 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

• Required: CFP® designation or CFA® designation, Bachelor’s degree, Active FINRA Series 7 license, Active FINRA Series 66 license (or equivalent).

Skills

• Client management and relationship-building skills.
• Financial planning and analysis.
• Communication and interpersonal skills.
• Problem-solving and decision-making abilities.
• Adaptability and self-motivation.

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

Schedule

This role is eligible for a hybrid work schedule that balances workplace flexibility, client service, and in-person collaboration.