Sr. Manager, Wealth Advisor, Schwab Wealth Advisory jobs in United States
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Charles Schwab · 2 days ago

Sr. Manager, Wealth Advisor, Schwab Wealth Advisory

positionUS-CA-San Diego
timeFull-time
remoteOnsite
senioritySenior Level
money$148K/yr - $204K/yr
date5+ years exp

Charles 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 specialized investment advisory services to clients, mentoring junior team members, and delivering exceptional client experiences while managing complex portfolios.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Join a premier, fee-based, and non-discretionary investment advisory solution
Provide clients with a personal relationship, specialized service, and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience
Use a vast array of products to help clients manage their complex portfolios
Deepen relationships with various partners, including industry leading advisors
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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