Top 56 Wealth advisory manager Jobs in Atlanta, Ga

Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Atlanta, GA
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Senior Client Service Associate
Xception Family Office —Sandy Springs, GA
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
11d
Wealth Advisor
Everforth, Cybercoders —Atlanta, GA
- $70,000 - $120,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
Quick Apply
Manager, SAP Technical Development -CPI/CIG
KPMG —Atlanta, GA
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
Manager, SAP S4 Public Cloud P2R/EPPM Lead
KPMG —Atlanta, GA
- $145,350 - $253,230 a year
- Full-time
- Finance
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Health insurance
Investment Consultant - Atlanta (Buckhead), GA
Charles Schwab —Atlanta, GA
- $27.40 - $45.14 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
4d
Private Wealth Relationship Manager
Bank of America —Atlanta, GA
- Full-time
- Background check
- Research
- Office
13d
AWM, GS Ayco Workplace Advisory Solutions, Relationship Manager - Vice President, Atlanta, GA
Goldman Sachs —Atlanta, GA
- Microsoft Word
- 7 years
- Microsoft Excel
- Disability insurance
- Health insurance
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Goldman Sachs —Atlanta, GA
- $75,000 - $160,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Senior Relationship Advisor
Northern Trust Corp. —Atlanta, GA
- Full-time
- 11+ years
- Business development
- Mentoring
Relationship Manager
Bank of America —Atlanta, GA
- Full-time
- Background check
- Research
- Mid-level
Wealth Regional Supervisor
Truist Bank —Atlanta, GA
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Houlihan Lokey —Atlanta, GA
- $100,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Audit Project Manager – CIO
U.S. Bank National Association —Atlanta, GA
- $119,765 - $140,900 a year
- Full-time
- Azure
- Word processing
- DevOps
- Paid holidays
- Disability insurance
Relationship Manager (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $55,675 - $65,500 a year
- Monday to Friday
- Mid-level
- Business development
- Children
- Paid parental leave
- Health savings account
Quick Apply
14d
Manager - Transaction Advisory - Financial Due Diligence
Alvarez and Marsal —Atlanta, GA
- $160,000 a year
- Full-time
- CPA
- Sales
- Master's degree
- AD&D insurance
- 401(k)
Managing Director
Jambalaya Group —Atlanta, GA
- $150,000 - $175,000 a year
- Full-time
- Background check
- Office
- Continuous improvement
Quick Apply
8d
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Relationship Manager II, Innovation Banking
First Citizens Bank —Atlanta, GA
- Full-time
- Hybrid work
- Office
- Finance
- High school diploma or GED
6d
Private Bank Wealth Advisor III
Huntington Bank —Atlanta, GA
- Full-time
- Office
- Business development
- Bachelor's degree

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wealth advisory manager jobs near atlanta, ga

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Atlanta, GA

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Job Details

$140,000 - $190,000 a year

Benefits

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

Qualifications

Tax planning
Customer relationship building
Coaching
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
Escalation handling
Scenario analysis

Full Job Description

Position Type: Regular

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

Apply Now

Refine Your Search

wealth advisory manager jobs in atlanta, ga

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Senior Client Service Associate

Wealth Advisor

Manager, SAP Technical Development -CPI/CIG

Manager, SAP S4 Public Cloud P2R/EPPM Lead

Investment Consultant - Atlanta (Buckhead), GA

Private Wealth Relationship Manager

AWM, GS Ayco Workplace Advisory Solutions, Relationship Manager - Vice President, Atlanta, GA

Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta

Senior Relationship Advisor

Relationship Manager

Wealth Regional Supervisor

Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations

Audit Project Manager – CIO

Relationship Manager (Atlanta, GA)

Manager - Transaction Advisory - Financial Due Diligence

Managing Director

Associate Client Advisor

Relationship Manager II, Innovation Banking

Private Bank Wealth Advisor III

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