Sr. Manager, Wealth Advisor - Schwab Wealth AdvisoryCharles Schwab

Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a feebased, nondiscretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor , youll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwabs approach to investing. Youll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on longterm goals.

This role is ideal for someone who thrives in a relationshipdriven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, longterm retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

• Client Experience: Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

• Time Management: Ability to set an operating cadence for a book of businessprioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next stepswhile ensuring service consistency and follow-through on complex, multi-workstream client needs.

• Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to clientobjectives, risk profile, and long-term outcomes.

• Coachability: Demonstratesa senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practicescoaching others informally to raise advisory quality and client experience.

• Self-Awareness: Exercises sound judgment and risk awarenessrecognizing when situations exceed scope or requireadditionalexpertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

• CFP designation or CFA designation

• Bachelors degree

• Active FINRA Series 7 license

• May be obtained with a 120-day condition of employment

• Active FINRA Series 66 license (or equivalent)

• May be obtained within the first120 days

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

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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

Whats in it for you:

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.