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Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Radnor, PA
Hybrid
$148k - $204k/yr
Full time
Posted 22d ago
Senior
Manager
Wealth Management
Senior
Advisor
Schwab
Advisory
Management
Financial Advisor
Wealth Management
Financial Planning
Client Service
Regulatory Compliance
Relationship Management
Business Development
Estate Planning
High Net Worth
Client Relationship Management
Retirement Planning
Investment Management
Leadership
Customer Service
Compliance
CRM
Client Relations
Portfolio Management
Financial Services
Investments
Job Description
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