Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Company: Charles Schwab
Location: Roanoke
Posted on: January 13, 2026
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Job Description:
Job Description Position Type: Regular Your opportunity At
Schwab, you’re 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 believe in the importance of in-office collaboration
and fully intend for the selected candidate for this role to work
on site in the specified locations. As a Sr. Manager, Wealth
Advisor within Schwab Wealth Advisory (SWA), you are joining a
premier, fee-based, and non-discretionary investment advisory
solution, providing clients with a personal relationship,
specialized service, and ongoing advice built on Schwab’s approach
to investing. You will have a direct impact on the lives of
clients, working as a fiduciary within a dedicated Schwab Wealth
Advisory team to deliver an exceptional client experience. SWA’s
advice philosophy will empower you to use a vast array of products
(i.e. stocks, bonds, ETFs, mutual funds, separately managed
accounts, option trading), setting you up for success to help
clients manage their more complex portfolios and achieve their
goals. You’ll grow within an experienced, collaborative team, while
deepening relationships with various partners, including industry
leading advisors. You’ll also have the opportunity to mentor junior
SWA team members. If you are looking to develop with a firm that
will challenge you to deepen your wealth management expertise,
within a role that allows you to help clients while doing what you
love, this may be the opportunity for you. What you have Required
Qualifications: 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 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 champion your
growth through meaningful work, continuous learning, and a culture
of trust and collaboration—so you can build the skills to make a
lasting impact. Our Hybrid Work and Flexibility approach balances
our ongoing commitment to workplace flexibility, serving our
clients, and our strong belief in the value of being together in
person on a regular basis. We offer a competitive benefits package
that takes care of the whole you – both today and in the future:
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
Keywords: Charles Schwab, Blacksburg , Sr. Manager, Wealth Advisor- Schwab Wealth Advisory, Accounting, Auditing , Roanoke, Virginia
