Overview
Schwab empowers you to make a meaningful impact on your career. We value innovative thinking and collaborative problem solving to challenge the status quo and advance the finance industry. This role requires on-site work at the designated location. Location: Chicago, IL 60695.
What you will do
As a Senior Manager, Wealth Advisor with Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory platform that emphasizes personal relationships, tailored service, and ongoing guidance aligned with Schwab's investing approach. You will influence client outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's philosophy enables you to utilize a broad suite of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading, to help clients manage more complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, strengthen relationships with partners, including leading advisors, and have the opportunity to mentor junior SWA colleagues. If you seek to deepen your wealth management expertise while helping clients, this could be the right opportunity for you.
What you have
- 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, you have the opportunity to shape your future. We support your growth through meaningful work, ongoing learning, and a culture rooted in trust and teamwork, helping you develop the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances workplace flexibility with the value of in-person collaboration to serve clients effectively.
Benefits and compensation
We offer a comprehensive benefits package for today and the future, including:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation and volunteering, plus a 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
