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It’s a portfolio manager role. You are based in a call center location: Phoenix, Texas, Ohio, Denver, Orlando. You work with clients referred to you by Financial Consultants with investable assets of $1mm+ on various topics: financial planning, investment planning, etc. based on Schwab’s outlook and asset allocation model. There are two roles within SWA, the the associate schwab wealth advisor and senior wealth advisor (two levels here) is the role that makes the most $.

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Good culture. Senior advisors typically manage 180 to 220 client relationships and between $300 million to $1 billion in AUM.

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