Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Overview

Position Type: Regular. At Schwab, you are 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 value in‑office collaboration and expect the selected candidate to work on site in the specified locations. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution, delivering a personal relationship, specialized service, and ongoing guidance built on Schwab’s approach to investing. You will directly impact clients' lives by serving as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy enables you to use a broad range of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, equipping you to help clients manage complex portfolios and reach their goals. You will collaborate with an experienced, collaborative team, while deepening relationships with various partners, including leading advisors. You will also have the opportunity to mentor junior SWA team members. If you are looking to grow with a firm that challenges you to deepen your wealth management expertise while helping clients, this opportunity may be a fit.

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 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

Compensation

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration, helping you build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the value of being together in person on a regular basis.

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

Location

Atlanta, GA 30361