This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Your opportunity
nAt 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.
nSchwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. 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.
nThis role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.
nWe 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.
nWhat you have
nRequired Qualifications
nnnClient Experience: Demonstrated ability 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.
n
nnTime 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.
n
nnFinancial 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 client objectives, risk profile, and long-term outcomes.
n
nnCoachability: Demonstrates a 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.
n
nnSelf-Awareness: Exercises sound judgment and risk awareness-recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.
n
n nAdditional Requirements
nnnCFP® designation or CFA® designation
n
nnBachelor's degree
n
nnActive FINRA Series 7 license
n
nnMay be obtained with a 120-day condition of employment
n
nnActive FINRA Series 66 license (or equivalent)
n
nnMay be obtained within the first 120 days
n
n nIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
nWhat's in it for you
nAt 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.
nWe offer a competitive benefits package ( that takes care of the whole you - both today and in the future:
nnn401(k) with company match and Employee stock purchase plan
n
nnPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
n
nnPaid parental leave and family building benefits
n
nnTuition reimbursement
n
nnHealth, dental, and vision insurance
n
n nWhat's in it for you:
nAt 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.
nWe offer a competitive benefits package that takes care of the whole you - both today and in the future:
n401(k) with company match and Employee stock purchase plan
nPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
nPaid parental leave and family building benefits
nTuition reimbursement
nHealth, dental, and vision insurance
nSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
Worksite address
walnut creek, CA, 94598, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.