Charles Schwab · 13 hours ago
Senior 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 Senior Manager, Wealth Advisor to join their Schwab Wealth Advisory team. This role involves providing personalized investment advisory solutions to clients, managing complex portfolios, and mentoring junior team members.
Financial Services
Responsibilities
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
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
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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