Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Position Type: RegularYour opportunityAt 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 feebased, nondiscretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As aSr. Manager, Wealth Advisoryou'llmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwab's approach to investing.You'llcollaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on longterm goals.This role is ideal for someone who thrives in a relationshipdriven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, longterm retention, and advisory excellence.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.What you haveRequired QualificationsClient Experience:Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.Time Management:Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.Financial Planning:Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to clientobjectives, risk profile, and long-term outcomes.Coachability:Demonstratesa senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.Self-Awareness:Exercises sound judgment and risk awareness—recognizing when situations exceed scope or requireadditionalexpertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.Additional RequirementsCFP designation or CFA designationBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120-day condition of employmentActive FINRA Series 66 license (or equivalent)May be obtained within the first120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What's in it for youAt Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance