International Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Overview

In this role you will manage ongoing client relationships and deliver holistic financial planning with tailored investment guidance aligned to Schwab's approach. You will collaborate with an experienced advisory team to navigate complex decisions and keep clients focused on long-term goals. The position emphasizes relationship-driven service, clear and empathetic communication, and ownership of client outcomes. You join a collaborative, on-site team committed to fiduciary excellence and client trust, with meaningful impact on retention and advisory quality.

Compensation / Benefits

• Bonus or incentive opportunities

Responsibilities

• Manage and nurture ongoing client relationships and complex advisory needs
• Deliver holistic financial plans and tailored investment guidance aligned with client objectives
• Collaborate with the advisory team to support clients through complex decisions
• Support client retention and advisory excellence through effective communication and service delivery
• Ensure adherence to fiduciary and regulatory expectations in client interactions

Key requirements

• Client Experience: lead complex relationships and translate planning concepts into actionable guidance
• Time Management: set rhythm for a book of business and coordinate across partners
• Financial Planning: develop holistic plans for high-complexity scenarios
• Coachability: seek feedback and share best practices
• Self-Awareness: practice prudent risk judgment and escalate when needed
• CFP designation or CFA designation
• Bachelor's degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license (or equivalent)
• Bilingual (English & Spanish)
• Experience supporting international clients
• FINRA Series 9, 10 or 24 license (preferred)
• Portuguese fluency in reading/writing/speaking (preferred)

• Clarity in communication
• Empathy
• Relationship-driven mindset
• Holistic financial planning
• Advanced discovery and needs-diagnosis
• Concentrated-position and tax-aware strategies