Top 4318 Senior Wealth Advisor Jobs

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Edina, MN
- $154,000 - $209,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Senior Wealth Advisor
The MOHR Enterprises LLC —Minneapolis, MN
- $125,000 - $155,000 a year
- Office
- Finance
- Business development experience
Quick Apply
6d
Senior Frontend Engineer - Internal Tools
Alpaca —New York, NY
- Remote
- Continuous improvement
- Mentoring
- Senior level
- Health insurance
Quick Apply
Wealth: Sr Portfolio Manager
B. Riley —Remote
- $125,000 - $175,000 a year
- Full-time
- Remote
- Research
- 8 years
- Presentation skills
- Profit sharing
- Paid holidays
Quick Apply
Senior Data Engineer
Alpaca —Chicago, IL
- Remote
- 7 years
- DevOps
- System design
- Health insurance
Quick Apply
Senior Wealth Advisor
Mariner Wealth Advisors —Reno, NV
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- Mentoring
Senior/Staff Product Engineer (Frontend)
Brillian —Remote
- $200,000 - $240,000 a year
- Full-time
- Remote
- Writing skills
- AWS
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
Senior Wealth Advisor
The MOHR Enterprises LLC —Roseville, CA
- $165,000 a year
- Office
- Business development experience
- Senior level
- Health savings account
- Health insurance
Quick Apply
14d
Senior Trust Officer
The MOHR Enterprises LLC —Dallas, TX
- $135,000 - $160,000 a year
- Hybrid work
- CPA
- 8 years
- Senior level
Quick Apply
Senior Trust Officer
The MOHR Enterprises LLC —West Palm Beach, FL
- $130,000 - $160,000 a year
- Hybrid work
- CPA
- 8 years
- Senior level
Quick Apply
Senior Portfolio Integrations Lead
CAPTRUST —Remote
- $105,000 - $150,000 a year
- Full-time
- Remote
- 7 years
- Senior level
- Leadership
- Health savings account
- Disability insurance
Senior Product Manager, Social Impact
Zillow.com —Remote
- $148,600 - $237,400 a year
- Full-time
- Remote
- 5 years
- Presentation skills
- Product management
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Seattle, WA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Senior Compliance Analyst
Teton Trust Company —Remote
- Remote
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply
Senior Investment Service Associate
World Insurance Associates, LLC. —Remote
- $60,000 - $80,000 a year
- Full-time
- Remote
- 3 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Health savings account
- Health insurance
Quick Apply
12d
Private Wealth Management Wealth Management Associate
Morgan Stanley —Boston, MA
- $68,000 - $120,000 a year
- Email
- Computer literacy
- Writing skills
- Office

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Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab -
Walnut Creek, CA

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Job Details

$168,000 - $228,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry

Full Job Description

Walnut Creek, CA

Requisition ID 2026-123237 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-27

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

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.

What you have

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.

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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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Your opportunity

What you have

Required Qualifications

Additional Requirements

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment