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

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

G MASS Remote No location specified
Posted 9 days ago

We are looking for a skilled Finance Manager to join a central London Insurance client on a hybrid basis, bringing expertise in finance functions.

Photo of the Rise User
Security State Bank & Trust Hybrid Fort Worth, Texas, United States
Posted 10 days ago

Join our team as a Senior Credit Analyst in Fort Worth, Texas, where you will perform complex credit analyses and mentor junior analysts.

Photo of the Rise User

Join Smithfield Foods as an Associate Financial Analyst and contribute to their sustainability projects while enhancing your career in the financial analytics field.

Photo of the Rise User

Join a dynamic team as a Commercial Lender in Milwaukee, WI, where you can make an impactful contribution through managing commercial loan accounts.

Photo of the Rise User
NBCUniversal Remote New York, New York, United States
Posted 10 days ago

Join NBCUniversal as the Senior Director of Engineering Finance, where you will drive strategic financial practices in a dynamic media landscape.

Photo of the Rise User
Posted 3 days ago

Take on a key role at Whizz as our Head of Finance, leading financial strategy for a rapidly growing e-bike subscription service.

Photo of the Rise User
Adtalem Global Education Hybrid Chicago, Illinois, United States
Posted 4 days ago

Join Adtalem as a Senior Manager, Finance, and lead the financial planning and analysis for key healthcare education institutions.

Photo of the Rise User
Figure Hybrid San Francisco, California, United States
Posted 8 days ago
Dental Insurance
Disability Insurance
Vision Insurance
Flexible Spending Account (FSA)
Performance Bonus
Family Medical Leave
Paid Holidays

Join Figure as a Senior FP&A Analyst and play a vital role in shaping our financial strategy within a leading fintech company.

Posted 2 days ago

As a Wealth Investment Advisor at M&T Bank, you will deliver bespoke investment management solutions and foster strong client relationships.

UASYS Hybrid Little Rock
Posted 13 days ago

UAMS is looking for a detail-oriented Financial Manager to oversee foundation financial operations and reporting.

Photo of the Rise User
Groundfloor Remote No location specified
Posted 9 days ago

Join Groundfloor's dynamic Servicing team as an Asset Manager, working remotely to manage loans and foster long-term customer relationships.

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.

Join MUFG as a Borrower in Custody and Collateral Management Assistant Vice President, focusing on compliance and operational excellence in one of the world’s leading financial groups.

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.

439 jobs
MATCH
Calculating your matching score...
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
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