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Client Relationship Manager, Advisor Services

Job in Westlake, Tarrant County, Texas, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-17
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Sales
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Growth Relationship Manager, Advisor Services
Location: Westlake

Charles Schwab is seeking a Relationship Manager in Westlake, Texas, to empower advisor clients by building strong relationships. You will guide clients through operational challenges and strategic decisions while driving their growth.

The ideal candidate will have strong communication skills, active FINRA Series 7 and 63 licenses, and at least 5 years of financial services experience. Schwab offers a competitive benefits package and values a flexible work environment.

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