Sr Manager, Wealth Advisor - Schwab Wealth Advisory jobs in United States
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Charles Schwab · 1 month ago

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

positionUS-NC-Charlotte
timeFull-time
remoteOnsite
senioritySenior Level
money$135K/yr - $185K/yr
date5+ years exp

Charles Schwab is a leader in the finance industry, and they are seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. This role involves providing specialized investment advisory services and mentoring junior team members to enhance client experiences.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

You are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing
You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience
SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals
You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors
You’ll also have the opportunity to mentor junior SWA team members

Qualification

CFP® designationCFA® designationFINRA Series 7 licenseFINRA Series 66 licenseFinancial advisory experienceBachelor’s degreeClient relationship management

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

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

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 Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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