Charles Schwab · 11 hours ago
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Bellevue, WA, US
Full-time
Onsite
Senior Level
$162K/yr - $222K/yr
5+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact on their careers. The Sr. Manager, Wealth Advisor role involves providing personalized investment advisory solutions and mentoring junior team members while delivering exceptional client experiences.
Financial Services
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
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
Recent News
2025-10-04
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