Sr. Manager, Wealth Advisor- Schwab Wealth Advisory jobs in United States
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Charles Schwab · 13 hours ago

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

positionBellevue, WA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Charles Schwab is a company focused on transforming the finance industry through innovative thought and creative problem solving. The Sr. Manager, Wealth Advisor role involves providing clients with personalized investment advisory services as part of the Schwab Wealth Advisory team, while also mentoring junior team members.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Work as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience
Mentor junior SWA team members

Qualification

CFP designationCFA designationFINRA Series 7 licenseFINRA Series 66 licenseAdvisory experienceFinancial planningClient relationship managementTeam mentoring

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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Glassdoor3.8
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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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