Unlock New Opportunities

Upload Your Resume and Get Discovered by Leading Employers

Create a Free Account

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab • San Bruno, CA, United States • 20h ago

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.

We 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.

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

Related Jobs

Travel Nurse RN - Labor and Delivery - $2,771 per week

Triage Staffing • Travel • San Francisco, CA, United States • 12h ago

Healthcare & Pharmaceutical Nurse Travel Healthcare Travel Nurse Retirement Plan Paid Time Off

Triage Staffing is seeking a travel nurse RN Labor and Delivery for a travel nursing job in San Francisco, California. Job Description & Requirements Specialty: Labor and Delivery Discipline: RN Start Date: 10/14/202...

12h ago

Apply

Travel Nurse RN - Labor and Delivery - $2,636 per week

Travel Nurses, Inc. • Travel • San Francisco, CA, United States • 12h ago

Healthcare & Pharmaceutical Nurse Travel Healthcare Travel Nurse Retirement Plan

Travel Nurses, Inc. is seeking a travel nurse RN Labor and Delivery for a travel nursing job in San Francisco, California. Job Description & Requirements Specialty: Labor and Delivery Discipline: RN Start Date: 10/14...

12h ago

Apply

Director of Finance

City of Hayward • Full-time • Hayward, CA, US • 13h ago

Executive & Management Retirement Plan Paid Time Off Education Assistance

Director of Finance Salary: $242,174.40 - $294,320.00 Annually Location: Hayward, CA Job Type: Full Time Job Number: U725-2025-07 Department: Finance Department Closing: 9/11/2025 11:59 PM Pacific Description DEADLINE TO...

13h ago

Apply

RDH (Registered Dental Hygienist)- Make your Own Schedule and Choose Your Pay

GoTu • hayward, ca, us • 14h ago

Healthcare & Pharmaceutical Dental & Ortho Paid Time Off

Pay Range: $70.00 - $80.00/hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of mind with a guaranteed paycheck. Our platform allows hygienists to work when they want, whe...

14h ago

Apply

Sales Representative

Sleep Number • Full-time • Fremont, CA, US • from $19 / year • 15h ago

Sales Apply Onsite Retirement Plan Paid Time Off

Company Overview Sleep Number is a sleep wellness technology leader. For nearly four decades, we have placed sleep at the center of wellbeing, improving over 15 million lives with our Sleep Number smart beds. We are guid...

15h ago

Apply