Schwab Stock Plan Services
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Schwab Stock Plan Services, Bellevue, Washington, us, 98009
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Join to apply for the
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
role at
Schwab Stock Plan Services . Job Details
Location:
Bellevue, WA
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Requisition ID:
2025-110323 Category:
Financial Planning Position Type:
Regular Pay Range:
USD $170,000 - $205,000 / Year Application Deadline:
2025-05-31 Opportunity Overview 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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team. You will provide clients with personalized service, ongoing advice, and a fiduciary relationship, leveraging Schwab’s diverse product offerings to manage complex portfolios and help clients achieve their financial goals. QualificationsRequired
CFP or CFA designation Bachelor’s degree Active and valid FINRA Series 7 license (may be obtained within 120 days of employment) Active and valid FINRA Series 66 license (may be obtained within 120 days of employment) Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients Preferred
Five or more years of direct client experience in the financial services industry (highly preferred) Benefits and Perks We offer a competitive benefits package including: 401(k) with company match and Employee stock purchase plan Paid time off, volunteering days, and a 28-day sabbatical after 5 years Paid parental leave and family benefits Tuition reimbursement Health, dental, and vision insurance Our hybrid work model balances flexibility with in-person collaboration, supporting your personal and professional growth. Additional Information This role is also eligible for bonuses and incentive opportunities. You will have opportunities to mentor junior team members and deepen your wealth management expertise.
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
role at
Schwab Stock Plan Services . Job Details
Location:
Bellevue, WA
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Requisition ID:
2025-110323 Category:
Financial Planning Position Type:
Regular Pay Range:
USD $170,000 - $205,000 / Year Application Deadline:
2025-05-31 Opportunity Overview 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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory team. You will provide clients with personalized service, ongoing advice, and a fiduciary relationship, leveraging Schwab’s diverse product offerings to manage complex portfolios and help clients achieve their financial goals. QualificationsRequired
CFP or CFA designation Bachelor’s degree Active and valid FINRA Series 7 license (may be obtained within 120 days of employment) Active and valid FINRA Series 66 license (may be obtained within 120 days of employment) Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients Preferred
Five or more years of direct client experience in the financial services industry (highly preferred) Benefits and Perks We offer a competitive benefits package including: 401(k) with company match and Employee stock purchase plan Paid time off, volunteering days, and a 28-day sabbatical after 5 years Paid parental leave and family benefits Tuition reimbursement Health, dental, and vision insurance Our hybrid work model balances flexibility with in-person collaboration, supporting your personal and professional growth. Additional Information This role is also eligible for bonuses and incentive opportunities. You will have opportunities to mentor junior team members and deepen your wealth management expertise.
#J-18808-Ljbffr