Senior Manager, Wealth Advisor - Wealth Advisory

About the Team

Schwab Private Client is a premier, fee-based, and non-discretionary investment advisory solution. We provide clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. (SPCIA), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

About the Role

As a Private Client Advisor, you will operate within a portfolio management environment supported by advanced tools and resources. You will utilize client relationship management software to enable seamless interactions and leverage financial planning tools designed for customized, client-focused portfolio solutions. Your recommendations will be backed by access to both third-party and proprietary research.

We believe that the client relationship should not be compromised by commission payments that may incentivize product sales. Instead, our compensation model is derived from client satisfaction, growth of the offer, and client retention. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a dynamic, client-focused firm that values your contributions and provides a successful environment for outstanding financial rewards, consider a career with us.

Culture and Work Model

At Schwab, you are empowered to shape your future through meaningful work, continuous learning, and a culture of trust and collaboration. We champion your growth and offer a Hybrid Work and Flexibility approach that balances our commitment to workplace flexibility and serving our clients with a strong belief in the value of being together in person on a regular basis.

Benefits and Support

SPCIA offers a progressive benefits package designed to take care of the whole you. This includes a 401(k) with a company match, an Employee Stock Purchase Plan, and a competitive base plus variable bonus program. We also provide paid time for vacation and volunteering, paid parental leave, family building benefits, and tuition reimbursement. Eligible positions also include a 28-day sabbatical after every five years of service. Additionally, we offer ongoing training and a commitment to your professional development to ensure you have the skills to make a lasting impact.