Charles Schwab & Company, Inc.
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Irvine, CA, US · Senior
Sponsorship not specifiedDetected 17 days ago
CadenceCollaborationTime ManagementMentoring
About the role
- Your Opportunity At Schwab, you're 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 fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients.
Responsibilities
- Manager, Wealth Advisor, you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing.
- You'll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.
- Your work directly supports client confidence, long‑term retention, and advisory excellence.
Compensation
- What you have Additional Requirements CFP® designation or CFA® designation Bachelor's 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
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