Job Details

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Join to apply for the Sr. Manager, Wealth Advisor - Schwab Wealth Advisory role at TieTalent

Position Overview

At Schwab, you're empowered to make an impact on your career. We foster innovative thinking and creative problem solving to challenge the status quo and transform the finance industry. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory team that provides clients with personalized service, ongoing advice, and a fiduciary relationship based on Schwab's investment philosophy.

You will have the opportunity to use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading) to help clients manage complex portfolios and achieve their financial goals. You will grow within an experienced, collaborative team, deepen relationships with industry-leading advisors, and mentor junior team members. If you seek to develop your wealth management expertise in a role that allows you to make a difference and do what you love, this is an excellent opportunity.

Key Responsibilities

• Deliver personalized wealth management advice to clients
• Develop and customize financial plans and portfolios
• Collaborate with team members and industry partners
• Mentor junior team members

Qualifications

Required:

• CFP or CFA designation
• Bachelor's degree
• Active FINRA Series 7 and 66 licenses (may be obtained within 120 days of hire)
• Five or more years of advisory experience, including financial planning and portfolio management

Preferred:

• Over five years of direct client experience in financial services

Benefits & Perks

We offer a comprehensive benefits package, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off, volunteering days, and a 28-day sabbatical after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional Information

This role is based in Daly City, CA, and is classified as a full-time, mid-senior level position in the Finance and Sales industry, with opportunities for bonuses and incentives. Schwab emphasizes a hybrid work model, balancing flexibility with in-person collaboration.