Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory image - Rise Careers
Job details

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

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 Sr . Manager, 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 required 
  • Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment) 
  • 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
Charles Schwab Glassdoor Company Review
4.1 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Charles Schwab DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Charles Schwab
Charles Schwab CEO photo
Walt Bettinger II
Approve of CEO

Average salary estimate

$125000 / YEARLY (est.)
min
max
$100000K
$150000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User

Take the lead in delivering innovative digital advice solutions as a Senior Product Manager at Schwab.

Photo of the Rise User
Posted 12 days ago

Join Delivery Hero as a Working Student in Group Controlling, helping to ensure financial stability and supporting strategic decision-making.

Photo of the Rise User
JLL Hybrid Atlanta, GA
Posted 11 days ago

Join JLL as an Industrial Analyst to leverage your analytical expertise in supporting industrial real estate services.

Photo of the Rise User

Smiths Detection is looking for a detail-oriented Senior Inventory and Product Cost Analyst to ensure accurate inventory valuation and enhance operational metrics.

Posted 10 days ago

Join Apollo as an Associate Director, focusing on performance and analytics within the Sustainability & Infrastructure Finance team.

Posted 9 days ago

We're seeking a detail-oriented Finance and Accounting Operations Associate to enhance financial efficiency in our global tech environment.

Join Prime Healthcare in Ontario as a Corporate Senior Revenue Cycle Analyst, dedicated to enhancing revenue cycle operations and reimbursement strategies.

Photo of the Rise User
Everstory Partners Hybrid Altamonte Springs, Florida, United States
Posted 10 days ago

Everstory Partners is looking for a Director of Tax to oversee tax operations and compliance, ensuring financial integrity while supporting their heartfelt mission.

Photo of the Rise User
Inclusive & Diverse
Collaboration over Competition
Growth & Learning
Mission Driven
Transparent & Candid

Join Coinbase as a Trading Associate and play a pivotal role in executing digital asset trades while optimizing trading workflows.

Photo of the Rise User
Kalshi Hybrid New York, United States
Posted 11 days ago

Join Kalshi’s Finance team to manage pivotal financial operations in a groundbreaking environment.

Posted 9 days ago

Join a dynamic digital media company as a Finance Analyst in Mumbai and grow your career in a performance-driven culture.

Photo of the Rise User
Cannondale Remote Wilton, Connecticut, United States
Posted 11 days ago

Join Cannondale as a Commercial Financial Analyst to leverage your financial expertise in shaping the success of our North American business.

Photo of the Rise User
American Express Hybrid Phoenix, Arizona, United States
Posted 20 hours ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Step into the role of Manager - Financial Systems at American Express and lead transformative automation projects that shape the future of finance.

Posted 9 days ago

Join a leading digital media company as a Finance Manager focusing on the APAC region with Uplift People Consulting.

Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

438 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 12, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Dayton just viewed Plant Engineer I - HVAC at Pfizer
Photo of the Rise User
Someone from OH, Dayton just viewed Entry Level Industrial Engineer at Boeing
Photo of the Rise User
Someone from OH, Dayton just viewed Manufacturing Engineer Intern at Marvin
Photo of the Rise User
Someone from OH, Dayton just viewed Assessment Engineering Intern at Learning A-Z
C
Someone from OH, Dayton just viewed Project Engineer at CRB
Photo of the Rise User
Someone from OH, Dayton just viewed Manufacturing Engineer III at Agile Space Industries