Charles Schwab · 1 month ago
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
US-TX-Westlake
Full-time
Onsite
Senior Level
$148K/yr - $204K/yr
5+ years expCharles Schwab is a leading financial services firm, and they are seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. This role involves providing clients with personalized investment advice and managing complex portfolios while mentoring junior team members.
Financial Services
Responsibilities
Deliver exceptional client experience as a fiduciary within a dedicated Schwab Wealth Advisory team
Use a vast array of products to help clients manage their more complex portfolios and achieve their goals
Grow within an experienced, collaborative team while deepening relationships with various partners, including industry leading advisors
Mentor junior SWA team members
Qualification
Required
CFP® designation or CFA® designation
Bachelor's degree
Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 license required
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Preferred
Five or more years working directly with clients in the financial services industry highly preferred
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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