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

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.

• 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

• Five or more years working directly with clients in the financial services industry

• 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.