Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Overview

In this role you drive ongoing client relationships and deliver holistic planning and tailored investment guidance within Schwab Wealth Advisory. You'll collaborate with an experienced advisory team to support complex financial decisions while aligning with long-term client goals. Expect a relationship-driven environment focused on trust, fiduciary service, and client outcomes. You will help elevate advisory quality and client confidence through clear communication and collaboration.

Compensation / Benefits

• bonus or incentive opportunities

Responsibilities

• Manage ongoing client relationships and diagnose needs through advanced discovery
• Deliver holistic financial planning and tailored investment guidance
• Collaborate with the advisory team to support clients through complex decisions
• Coordinate cross-functional partners and maintain service consistency for a book of business
• Provide clear, empathetic communication and onboarding to ensure fiduciary and regulatory compliance
• Support long-term client retention and advisory excellence
• Coach colleagues and share best practices to raise overall client experience

Key requirements

• CFP designation or CFA designation
• Bachelor's degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license (or equivalent) with 120-day fulfillment window
• Ability to lead complex client relationships and translate concepts into actionable guidance
• Proven ability to develop and communicate holistic financial plans for high-complexity scenarios
• Strong time management and cross-team coordination
• Coachability and willingness to learn and improve
• Self-awareness and prudent risk judgment

• clarity in communication
• empathy
• relationship-driven mindset
• holistic financial planning
• advanced discovery and needs diagnosis
• tax-aware strategies