Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

1 month ago

Babson Park, United States Charles Schwab Full time

Position Type: RegularYour opportunity


At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), 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. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have


Required Qualifications:

CFP® designation or CFA® designation required
Bachelor’s degree
Active and valid FINRA Series 7 license
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

Preferred Qualifications:

Five or more years working directly with clients in the financial services industry highly preferred



In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

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

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    3 months ago

    Franklin Park, United States Charles Schwab Full time

    Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

  • Senior Regional Manager, Schwab Wealth Advisory

    3 months ago

    Melrose Park, United States Charles Schwab Full time

    Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

  • Experienced Wealth Management Advisor

    1 week ago

    Rego Park, New York, United States Citigroup Inc Full time

    Citi Global Wealth unites the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This integrated business serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and manages wealth solutions in the...

  • Senior Wealth Management Advisor

    1 day ago

    Florham Park, New Jersey, United States Wiss and Company LLP Full time

    Job Title: Senior Wealth AdvisorWiss Family Office, a boutique wealth management firm, is seeking a Senior Wealth Advisor to support and implement our Private Client offering. As a key member of our team, you will be responsible for managing High Net Worth and Ultra High Net Worth client relationships, working closely with our Estate Planning, Tax, and...

  • Lead Wealth Management Advisor

    2 weeks ago

    Rego Park, New York, United States Citigroup Inc Full time

    Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This consolidated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and provides wealth management...

  • Lead Wealth Management Advisor

    1 week ago

    Rego Park, New York, United States Citigroup Inc Full time

    Citi Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and captures wealth management opportunities...

  • Senior Wealth Advisor

    4 days ago

    Rego Park, New York, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our clients.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients to understand their...

  • Client Services Associate

    3 weeks ago

    Menlo Park, United States Opes Wealth Management, LLC Full time $66,600

    Job DescriptionJob DescriptionFirm OverviewOpes Wealth Management considers every aspect of our client’s financial life, bringing together wealth management and real estate expertise to take a holistic look at our clients’ financial well-being. Our portfolios mix ETFs, mutual funds, alternative interval funds, and Separate Account Managers, creating a...

  • Senior Wealth Advisor

    4 days ago

    Rego Park, New York, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our clients.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients to understand their...

  • Financial Advisor

    3 months ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Financial Advisor

    3 months ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Wealth Management Advisor

    1 week ago

    Cedar Park, Texas, United States Rival Sourcing LLC Full time

    Position OverviewAs a Client Investment Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering and nurturing client relationships. Your primary focus will be to:Understand Client Needs: Engage with clients to gain a comprehensive understanding of their financial goals and objectives.Asset Acquisition: Drive business growth by acquiring...

  • Senior Wealth Advisor

    2 weeks ago

    Florham Park, United States Wiss and Company LLP Full time

    WISS Family Office (Wiss Private Client Advisors, LLC) Senior Wealth Advisor Wiss Family Office currently advises on $870million in assets and is a full service boutique wealth management firm offering a variety of services to HNW and UHNW client base, referrals from our parent firm, Wiss (fast growing full service CPA firm servicing middle market businesses...

  • Financial Consultant Partner

    3 months ago

    Menlo Park, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...

  • Wealth Management Specialist

    6 days ago

    Winter Park, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our mass affluent clients.Key ResponsibilitiesClient Relationship Management: Establish...

  • Wealth Management Advisor

    3 days ago

    Park City, United States U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Wealth Advisor

    3 months ago

    Overland Park, United States CommunityAmerica Credit Union Full time

    Summary: As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future. Duties & Responsibilities: Analyze investment strategies and provide well-informed recommendations to our members. Achieve...

  • Wealth Support Specialist II

    4 days ago

    Winter Park, Florida, United States Truist Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and experienced Wealth Support Specialist II to join our team at Truist. As a key member of our Wealth Support team, you will provide exceptional client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key...

  • Client Service Associate

    3 weeks ago

    Overland Park, United States Endeavor Private Wealth Full time $50,000 - $60,000

    Job DescriptionJob DescriptionPosition Title:                   Client Service AssociateJob Classification:            Non-Exempt; Part or Full-Time                                 Work Schedule:                Monday through Friday 8:00 a.m. to 5:00 p.m.Reporting...

  • Wealth Management Advisor

    3 months ago

    Hot Springs National Park, United States U.S. Bancorp Full time

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative, and successful financial institutions, and have con Management, Advisor, Wealth, Financial Planning, Spring, Investment, Banking