×
Register Here to Apply for Jobs or Post Jobs. X

Sr. Manager, Wealth Advisor, Schwab Wealth Advisory - Charles Schwab

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Jobs via eFinancialCareers
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

We invite you to apply for the Sr. Manager, Wealth Advisor position within Schwab Wealth Advisory (SWA), a fee‑based, non‑discretionary investment advisory solution that empowers clients with personalized, fiduciary relationships and advanced investment strategies.

As a member of the SWA team, you will deliver exceptional client experiences, advise on a wide range of investment products, mentor junior team members, and deepen relationships with industry partners.

Required Qualifications
  • CFP® designation or CFA® designation
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license (may be obtained with a 120‑day condition of employment)
  • Active and valid FINRA Series 66 license (may be obtained with a 120‑day condition of employment)
  • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Preferred Qualifications
  • Five or more years working directly with clients in the financial services industry
Benefits
  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid vacation, volunteering time, and a 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

We believe in in‑office collaboration and expect selected candidates to work on site in the specified locations.

In return, we provide a competitive total rewards package that supports both short‑term and long‑term goals.

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary