Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
About The Position
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to clients. The Sr. Manager, Wealth Advisor manages ongoing client relationships, delivers holistic financial planning, and provides tailored investment guidance aligned with Schwab’s approach to investing. The role collaborates closely with an experienced advisory team to support clients through complex financial decisions and help them stay focused on long-term goals. It is suited to someone who thrives in a relationship-driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. The work supports client confidence, long-term retention, and advisory excellence. The selected candidate is expected to work on site in the specified locations. The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- Demonstrated ability to lead complex client relationships through advanced discovery, diplomacy, and clear, tailored explanations of sophisticated planning and investment concepts.
- Ability to manage time and prioritize activities across a book of business, coordinate with partners, and follow through on complex, multi-workstream client needs.
- Proven ability to develop and communicate holistic financial plans for high-complexity scenarios, including concentrated positions, tax-aware strategies, and multi-goal planning.
- Ability to synthesize inputs into recommendations that align portfolios with client objectives, risk profiles, and long-term outcomes.
- Demonstrated coachability, including seeking input, incorporating feedback into measurable behavior changes, and sharing best practices.
- Sound judgment and risk awareness, including recognizing matters outside one’s scope and escalating them to meet fiduciary and regulatory expectations.
- CFP® or CFA® designation.
- Bachelor’s degree.
- Active FINRA Series 7 license; may be obtained within 120 days of employment.
- Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.
Responsibilities
- Manage ongoing client relationships, including complex client needs and sensitive conversations.
- Deliver holistic financial plans for high-complexity scenarios and communicate tailored recommendations.
- Provide investment guidance aligned with clients’ objectives, risk profiles, and long-term outcomes.
- Set and manage an operating cadence for a book of business, prioritizing high-impact activities and coordinating across partners.
- Communicate tradeoffs, timelines, and next steps while ensuring service consistency and follow-through.
- Seek and integrate feedback, share best practices, and coach others informally to improve advisory quality and client experience.
- Recognize when situations require additional expertise and escalate concerns with clear context and options.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
