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

We are in search of a proactive Part-Time Financial Operations Manager to enhance our financial workflows and contribute to strategic financial planning at Digital Reach Agency.

Photo of the Rise User
Boeing Hybrid USA - Houston, TX
Posted 7 days ago

Join Boeing as a Senior Financial Analyst to drive financial reporting and support the International Space Station program.

Photo of the Rise User

Become an integral part of Santander as an Enterprise Risk Management Analyst, focusing on risk identification and management in a global financial services leader.

Photo of the Rise User
Posted 10 days ago

Join Intelerad as a Business Systems Analyst to enhance financial system processes while working remotely.

Become a Financial Solutions Advisor Stage I at Bank of America, receiving comprehensive training to enhance client financial interactions.

Photo of the Rise User
Posted 14 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 Financial Systems to lead Change Management initiatives within a dynamic team focused on regulatory reporting automation.

Join our team as a Commercial Portfolio Manager, where you will manage a diverse real estate loan portfolio while collaborating closely with relationship managers.

Photo of the Rise User
Posted 6 days ago

Join Zoetis as a Rebate Analyst to enhance our contract administration and rebate processes within our dynamic team environment.

Photo of the Rise User

Peraton is looking for a seasoned Budget/Finance Systems Integrator to enhance executive budgetary support and data integration in Chantilly.

Photo of the Rise User
American Express Hybrid Phoenix, Arizona, United States
Posted yesterday
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 Manager - Financial Systems and lead impactful automation initiatives in finance technology.

Photo of the Rise User

BBVA is looking for a dynamic Executive Director to spearhead capital call operations and contribute to the growth of our institutional client services.

Photo of the Rise User
Posted 23 hours ago

Financial Analyst role at Signet Jewelers involves forecasting, data analysis, and reporting to support Kay Jewelers’ business operations with hybrid onsite work in Akron, OH.

Photo of the Rise User
Posted 10 days ago

Join Palo Alto Networks as a Senior Revenue Operation Analyst and play a crucial role in driving revenue recognition for innovative cybersecurity solutions.

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.

426 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
I
Someone from OH, Ravenna just viewed Social Media Manager at IBMC
L
Someone from OH, Englewood just viewed Manager - Talent Acquisition at Lumos
Photo of the Rise User
Someone from OH, Englewood just viewed Senior Director of HR at Consensus
Photo of the Rise User
Someone from OH, Greenfield just viewed Senior Frontend Engineer (React Native) at Cylinder Health