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 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:

  • CFP® designation or CFA® designation required
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license (may consider a 90-day COE)
  • 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:

  • 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

$105000 / YEARLY (est.)
min
max
$90000K
$120000K

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
Charles Schwab Hybrid US, Anne Arundel County, MD; Maryland, Annapolis, MD
Posted 7 days ago

Join Schwab as a Client Relationship Specialist to drive customer satisfaction and support your growth in the financial sector.

Photo of the Rise User
Posted 7 days ago

As a VP, Financial Consultant at Schwab, you will guide clients in their financial journeys and build strong relationships based on trust and respect.

Photo of the Rise User
Relm Insurance Remote No location specified
Posted 8 days ago

Lead the actuarial function at Relm Insurance, where innovation meets the insurance industry's future.

Photo of the Rise User
Protolabs Remote Maple Plain, MN
Posted 6 days ago

Join Protolabs as a Senior Financial Analyst and be part of a dynamic team shaping the future of digital manufacturing.

Photo of the Rise User
Posted 3 days ago

Join Whizz as the Head of Finance and lead the financial operations of a fast-growing e-bike subscription service focused on supporting gig workers.

Photo of the Rise User
American Express Remote New York, New York, United States
Posted 11 days 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

Join American Express as a Manager in Credit & Fraud Risk to leverage your analytical skills in finance and make impactful decisions.

Photo of the Rise User
American Express Remote New York, New York, United States
Posted 11 days 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

Join American Express as a Senior Financial Analyst to influence strategic decisions and ensure compliance in regulatory reporting.

Posted 4 days ago

Join Regions as an Equipment Finance Analyst and leverage your analytical skills in a dynamic finance team dedicated to client service.

Photo of the Rise User
Posted 9 days ago

Seeking a skilled Financial Analyst Lead to drive financial management and reporting initiatives within the Public Sector at BDO.

Photo of the Rise User

Join Hawaii State Federal Credit Union as an AML/CFT Senior Section Manager, leading compliance efforts in a rewarding and community-driven organization.

Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Rapid Growth
Passion for Exploration
Dare to be Different
Dental Insurance
Life insurance
Health Savings Account (HSA)
Disability Insurance
Flexible Spending Account (FSA)
Vision Insurance
Mental Health Resources
401K Matching
Paid Time-Off
Snacks
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Customer-Centric
Fast-Paced
Growth & Learning
Medical Insurance
Dental Insurance
401K Matching
Paid Time-Off
Maternity Leave
Paternity Leave
Mental Health Resources
Flex-Friendly
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

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.

451 jobs
MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 23, 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