Required Qualifications Client Experience:

Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

Time Management:

Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.

Financial Planning:

Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.

Coachability:

Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.

Self-Awareness:

Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. Additional Requirements CFP® designation or CFA® designation Bachelor's degree Active FINRA Series 7 license May be obtained with a 120-day condition of employment Active FINRA Series 66 license (or equivalent) May be obtained within the first 120 days In addition to the salary range, this role is also eligible for bonus or incentive opportunities.","accountId","89628114","Charles Schwab Inc.","https://career-schwab.icims.com/jobs/123237/sr.-manager,-wealth-advisor--schwab-wealth-advisory/job","location",{"_431":432,"_433":434},"createdAt","2026-06-25T14:22:59.772535643Z","2026-07-23T13:28:01.966Z","2026-06-23T00:00:00Z","2026-08-22T00:00Z","status","active","isDiscoverable","isSearchable","isSpotlight","isDraft","careerSkills",[392,393,394,395,396,397,398,399,400,401,402,403],"requiredEducation","4_college","isEmailRequired","isPhoneRequired","titleSearch","Wealth 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