Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Financial Planning)

Location: Onsite in Charlotte, North Carolina, United States

Salary: USD $140,000–$190,000 per year, plus eligibility for bonus or incentive opportunities.

Company

Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution focused on personalized service and fiduciary client relationships.

What you will do

• Manage ongoing, complex client relationships and diagnose client needs through advanced discovery.
• Deliver holistic financial plans for complex scenarios, including concentrated positions, tax-aware strategies, and multi-goal planning.
• Provide tailored investment guidance aligned with client objectives, risk profiles, and long-term outcomes.
• Set the operating cadence for a book of business, prioritize high-impact activities, and coordinate across advisory partners.
• Translate sophisticated planning and investment concepts into clear recommendations that drive action and deepen trust.
• Recognize risk and scope concerns, escalate issues appropriately, and uphold fiduciary and regulatory expectations.

Requirements

• Demonstrated ability to lead complex client relationships and navigate sensitive conversations with diplomacy.
• Experience developing and communicating holistic financial plans for high-complexity scenarios.
• Strong time-management, judgment, risk-awareness, communication, and follow-through skills.
• CFP® or CFA® designation.
• Bachelor’s degree.
• Active FINRA Series 7 and Series 66 licenses, or equivalent for Series 66; licenses may be obtained within the first 120 days of employment.

Culture & Benefits

• In-office collaboration and onsite work in the specified location.
• Culture focused on trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation and volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.