Top 4054 Wealth Advisor Senior Jobs

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
Senior Wealth Advisor
The MOHR Enterprises LLC —Minneapolis, MN
- $125,000 - $155,000 a year
- Office
- Finance
- Business development experience
Quick Apply
7d
Senior Wealth Advisor
The MOHR Enterprises LLC —Roseville, CA
- $165,000 a year
- Office
- Business development experience
- Senior level
- Health savings account
- Health insurance
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Senior Investment Advisor — Private Wealth & Fiduciary Portfolios
The MOHR Enterprises LLC —Atlanta, GA
- $150,000 - $165,000 a year
- Finance
- Bachelor's degree
- Senior level
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Senior Trust Officer
The MOHR Enterprises LLC —Dallas, TX
- $135,000 - $160,000 a year
- Hybrid work
- CPA
- 8 years
- Senior level
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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 Wealth Advisor
Mariner Wealth Advisors —Austin, TX
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- Mentoring
Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Seattle, WA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development experience
- Bachelor's degree
- Paid holidays
- Disability insurance
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 Wealth Advisor
Avior Executive Search —New York, NY
- $150,000 - $270,000 a year
- Full-time
- Office
- Finance
- Master's degree
Quick Apply
Senior Software Engineer (AI Products)
Brillian —Remote
- $200,000 - $240,000 a year
- Full-time
- Remote
- Writing skills
- Presentation skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Senior Wealth Advisor
Beacon Pointe Advisors LLC —New York, NY
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Senior Data Engineer
Alpaca —Chicago, IL
- Remote
- 7 years
- DevOps
- System design
- Health insurance
Quick Apply
Project Manager - Wealth Management Technology
NewEdge Capital Group LLC —Remote
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- US work authorization
- 4 years
Quick Apply
Senior Product Designer, Advisor Experience, Wealth Planning - Private Bank Digital, Vice President
JPMorganChase —New York, NY
- $142,500 - $205,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Senior AI Platform Engineer
Alpaca —New York, NY
- Remote
- Senior level
- Communication skills
- Health insurance
Quick Apply
Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
Quick Apply
Senior Relationship Administrator
Spinnaker Trust —Portland, ME
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- 5 years
- Health savings account
- Health insurance
Quick Apply
14d
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
14d

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Senior Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Edina, MN

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Job Details

$154,000 - $209,000 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

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

Edina, MN

Requisition ID 2026-123395 Category Financial Planning Position type Regular Pay range USD $154,000.00 - $209,000.00 / Year Application deadline 2026-07-23

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 aSr. Manager, Wealth Advisor,you’llmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwab’s approach to investing.You’llcollaborate 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:Demonstratedability 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 clientobjectives, risk profile, and long-term outcomes.
Coachability:Demonstratesa 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 requireadditionalexpertise, 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 first120 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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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

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