Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Company: Charles Schwab
Location: Atlanta
Posted on: May 3, 2025

Job Description:

Sr Manager, Wealth Advisor - Schwab Wealth Advisory at Charles Schwab summary: As a Sr. Manager, Wealth Advisor at Schwab, you provide personalized, fiduciary investment advisory services to clients, leveraging a wide range of financial products to help them meet their goals. You mentor junior team members, collaborate with industry-leading advisors, and are part of a supportive culture focused on professional growth. Required qualifications include a CFP - or CFA -, Bachelor's degree, and relevant FINRA licenses, along with a strong advisory background. 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 Sr. Manager, 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 Qualifications:

• CFP - designation or CFA - designation
• Bachelor's degree
• Active and valid FINRA Series 7 license (May be obtained with a 120-day condition of employment)
• 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, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications:
  • 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 Keywords: wealth management, investment advisory, financial planning, fiduciary services, portfolio management, client relationships, financial advisor, CFA, CFP, financial services

Keywords: Charles Schwab, Roswell , Sr Manager, Wealth Advisor - Schwab Wealth Advisory, Executive , Atlanta, Georgia