International Sr Manager, Wealth Advisor - Schwab Wealth Advisory
About The Position
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution grounded in 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 with an experienced advisory team to support clients through complex financial decisions and help them remain focused on long-term goals. It is suited to someone who thrives in a relationship-driven environment, communicates clearly and empathetically, 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.
Requirements
- CFP® designation 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.
- Bilingual in English and Spanish.
- Prior experience supporting international clients.
- Demonstrated ability to lead complex client relationships through advanced discovery, diplomacy, and tailored guidance.
- Ability to prioritize and manage a book of business, coordinate across partners, and ensure consistent follow-through.
- Proven ability to develop and communicate holistic financial plans for high-complexity scenarios.
- Ability to seek and apply feedback, share best practices, and informally coach others.
- Sound judgment and risk awareness, including knowing when to escalate issues.
Nice To Haves
- FINRA Series 9, 10, or 24 license.
- Fluency in Portuguese in reading, writing, and speaking.
Responsibilities
- Manage ongoing client relationships, including complex relationships and sensitive client conversations.
- Conduct advanced discovery to diagnose client needs and translate sophisticated planning and investment concepts into tailored guidance.
- Develop and communicate holistic financial plans for complex scenarios, including concentrated positions, tax-aware strategies, and multi-goal planning.
- Synthesize client and portfolio information into recommendations aligned with client objectives, risk profile, and long-term outcomes.
- Manage a book of business by prioritizing high-impact activities, coordinating across partners, and communicating tradeoffs, timelines, and next steps.
- Ensure consistent service and follow-through on complex, multi-workstream client needs.
- Seek and incorporate feedback, share best practices, and informally coach others to improve advisory quality and client experience.
- Recognize situations requiring additional expertise, raise concerns early, and escalate with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.
Benefits
- Eligible for bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
