California Jobs
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
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Job Description
- Req#: 32402657281
- CFP or CFA designation
- Bachelor's degree
- Active and valid FINRA Series 7 license (may be obtained within 120 days of employment)
- Active and valid FINRA Series 66 license (may be obtained within 120 days of employment)
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
- Five or more years of direct client experience in the financial services industry highly preferred
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (for eligible roles)
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice based on Schwab's investment approach. You will have a direct impact on clients' lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy empowers you to utilize a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), enabling you to assist clients with complex portfolios and help them achieve their financial goals. You will grow within an experienced, collaborative team, deepen relationships with industry-leading advisors, and have opportunities to mentor junior team members. If you seek a role that challenges you to enhance your wealth management expertise while making a difference for clients, this could be the right opportunity for you.What you have
Required Qualifications
Preferred Qualifications
Additional Compensation
This role is also eligible for bonus or incentive opportunities beyond the salary range.
What's in it for you
At Schwab, we are committed to supporting your personal and professional growth. Our purpose-driven, supportive culture, and focus on development equip you with the tools to make a positive impact in finance. Our Hybrid Work and Flexibility approach balances flexibility, client service, and the value of in-person collaboration.
We offer a comprehensive benefits package that supports your well-being today and future:
About the company
Notice
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