Charles Schwab · 20 hours ago
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
St Louis, MO
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a financial services company that empowers innovative thought and problem solving to transform the finance industry. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory, you will provide clients with personalized investment advisory services and mentor junior team members to enhance the client experience.
Financial Services
Responsibilities
Deliver exceptional client experience as a fiduciary within a dedicated Schwab Wealth Advisory team
Utilize a vast array of products including stocks, bonds, ETFs, and mutual funds to help clients manage complex portfolios
Mentor junior SWA team members and deepen relationships with various partners
Qualification
Required
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
Five or more years working directly with clients in the financial services industry highly preferred
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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