Senior Wealth Advisor & Client Strategy Lead
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Schwab Wealth Advisory is seeking a Sr. Manager, Wealth Advisor to manage client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary approach.
You’ll work with an experienced advisory team to support clients through complex decisions while focusing on long-term goals. This role requires CFP or CFA designation, a Bachelor’s degree, and active FINRA licenses, with in-office work at Tysons, VA.
We are currently recruiting a Senior Wealth Advisor & Client Strategy Lead for our team in Tysons, VA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Advisor & Client Strategy Lead role at Charles Schwab, based in Tysons, VA, United States.
We are looking to fill the Senior Wealth Advisor & Client Strategy Lead position at Charles Schwab in Tysons, VA, United States.
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