Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab's Wealth Advisory practice is hiring a Sr Manager, Wealth Advisor to anchor a hybrid role in Radnor, Pennsylvania. In this position, you will provide fiduciary, non-discretionary investment guidance and ongoing client service while mentoring junior team members and collaborating with Schwab's advisory partners. The role offers a competitive salary range and requires a bachelor’s degree with at least five years of advisory experience, with on-site work expected.

Responsibilities

• Provide clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.
• Deliver an exceptional client experience as a fiduciary within a dedicated Schwab Wealth Advisory team.
• Use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage their more complex portfolios and achieve their goals.
• Deepen relationships with various partners, including industry leading advisors.
• Mentor junior SWA team members.

Requirements

• 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

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 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

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 (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
• Five or more years working directly with clients in the financial services industry highly preferred