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

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

positionCharlotte, NC
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Charles Schwab is an innovative company transforming the finance industry, and they are seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. In this role, you will provide specialized service and ongoing advice to clients, helping them manage complex portfolios and achieve their financial goals while mentoring junior team members.

Financial Services
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H1B Sponsor Likelynote

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
Mentor junior SWA team members

Qualification

CFP designationCFA designationFINRA Series 7 licenseFINRA Series 66 licenseFinancial advisory experienceClient relationship managementFinancial planningPortfolio customization

Required

CFP® designation or CFA® designation
Bachelor's degree
Active and valid FINRA Series 7 license + May be obtained with a 120-day condition of employment
Active and valid FINRA Series 66 license required + May be obtained with a 120-day condition of employment
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

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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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