Top 622 Investment manager Jobs in Florida

Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $185,000 - $245,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
12d
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
11d
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Tampa, FL
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
7d
Executive Portfolio Manager | Health Coverage
Marrero Group Inc —Fort Lauderdale, FL
- $139,000 - $152,000 a year
- Full-time
- Background check
- Mid-level
- High school diploma or GED
- Health insurance
- Professional development assistance
Quick Apply
Investment Manager
Deutsche Bank —Miami, FL
- $220,000 - $350,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Health insurance
- Work from home
13d
Brokerage & Advisory Manager
Concorde Investment Services —Boca Raton, FL
- $100,000 - $130,000 a year
- Full-time
- Office
- Team management
- Recruiting
- Health savings account
- Health insurance
Quick Apply
Financial Advisor / Wealth Manager
Amerity Wealth Management —Lakeland, FL
- From $250,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid training
- Dental insurance
Quick Apply
1d
Licensed Portfolio Community Association Manager
Greenacre Properties, Inc. —Tampa, FL
- Full-time
- Hybrid work
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Finance and Insurance Manager ( Management Program - 1 yrs Exp Req)
New York Life Insurance Company —Sunrise, FL
- $60,000 - $280,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Portfolio Manager - AI Trainer
DataAnnotation —Orlando, FL
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Financial Portfolio Manager 1
PINELLAS COUNTY HOUSING AUTHORITY —Largo, FL
- $72,546.45 - $89,541.69 a year
- Full-time
- Mid-level
- Finance
- Driver's License
Quick Apply
Vice President, Fund Manager - Private Equity
BNY —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- GAAP
Associate Project Manager, Construction & Tenant Services
Federal Realty Investment Trust —Pembroke Pines, FL
- Full-time
- Customer service
- Mid-level
- Office
- Opportunities for advancement
Disposition Manager (Real Estate Investments)
Fix, Flip or Design LLC —Dunedin, FL
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- Contracts
Quick Apply
Portfolio Property Manager, LCAM
GRS Management, Inc —Miami Lakes, FL
- $45,000 - $60,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Manager, Finance
Seminole Hard Rock Support Services —Davie, FL
- Full-time
- Microsoft Outlook
- Writing skills
- Office
Quick Apply
Business Development: Fast Track to Sales Manager
New York Life Insurance Company - Greater Miami —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
4h
Portfolio Manager - AI Trainer
DataAnnotation —Miami, FL
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Senior Portfolio Manager
The Walt Disney Company (Corporate) —Orlando, FL
- $120,100 - $173,300 a year
- 7 years
- Office
- Bachelor's degree
Client Manager, Retirement Plans - The Baldwin Financial Services
The Baldwin Group —Jacksonville, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research

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Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab -
Orlando, FL

Apply Now

Job Details

$185,000 - $245,000 a year
12 days ago

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

Employee relationship building
Series 7
Bachelor's degree
FINRA License
Experience practicing in the securities industry

Full Job Description

Orlando, FL

Requisition ID 2026-123383 Category Financial Planning Position type Regular Pay range USD $185,000.00 - $245,000.00 / Year Application deadline 2026-07-13

Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

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

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

CFP® designation, CFA® designation required (may consider 24 month condition of employment)
Bachelor’s Degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may consider a 120-day COE)
Active and valid FINRA 9/10 required (may consider a 120-day COE)
Five plus years’ experience in the financial services industry
Minimum of 2 years supervisory experience strongly preferred

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

Refine Your Search

investment manager jobs in florida

Senior Regional Manager, Schwab Wealth Advisory

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Executive Portfolio Manager | Health Coverage

Investment Manager

Brokerage & Advisory Manager

Financial Advisor / Wealth Manager

Licensed Portfolio Community Association Manager

Finance and Insurance Manager ( Management Program - 1 yrs Exp Req)

Portfolio Manager - AI Trainer

Financial Portfolio Manager 1

Vice President, Fund Manager - Private Equity

Associate Project Manager, Construction & Tenant Services

Disposition Manager (Real Estate Investments)

Portfolio Property Manager, LCAM

Manager, Finance

Business Development: Fast Track to Sales Manager

Portfolio Manager - AI Trainer

Senior Portfolio Manager

Client Manager, Retirement Plans - The Baldwin Financial Services

I want to receive the latest job alert for investment manager in florida

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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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