Top 153 Wealth advisory manager Jobs in Florida

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
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
Sr Account Manager, Wealth Management Advisory
Northern Trust Corp. —Miami, FL
- Full-time
- Business development
- Continuous improvement
- Team management
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
Goldman Sachs —West Palm Beach, FL
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
1d
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
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Fiduciary Risk Officer
MJ Boyd Consulting —Miami, FL
- Microsoft Excel
- 5 years
- Office
Quick Apply
Wealth Technology Specialist
Vaco by Highspring —Saint Petersburg, FL
- $95,000 - $100,000 a year
- Microsoft Excel
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
11d
Accounting Senior Associate (Family Office)
CohnReznick —Jupiter, FL
- Hybrid work
- Office
- 3 years
- Finance
1d
Wealth Advisor, Naples, FL
M&T Bank —Naples, FL
- $116,400 - $194,000 a year
- Full-time
- CPA
- Office
- 3 years
Key Private Bank Associate Relationship Manager
KeyBank National Association —Palm Beach Gardens, FL
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Senior Relationship Manager
CIBC —Tampa, FL
- $200,000 - $250,000 a year
- Full-time
- CPA
- Writing skills
- 11+ years
- Health savings account
- Health insurance
1d
Relationship Manager
Bank of America —Winter Park, FL
- Full-time
- Background check
- Research
- Mid-level
Sr Account Mgr, WM Advisory
Northern Trust Corp. —Fort Lauderdale, FL
- Full-time
- Business development
- Continuous improvement
- Team management
Associate Client Advisor
Bessemer Trust Company of FL —Naples, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
VP Investment Counselor
Banco de Credito e Inversiones —Miami, FL
- Weekends as needed
- Office
- Business development
- Analysis skills
Quick Apply
Relationship Manager (Jacksonville, FL)
Mercer Advisors —Jacksonville, FL
- $68,000 - $80,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Health savings account
Quick Apply
Premium Elite Relationship Manager
Bank of America —Jacksonville, FL
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years
Sr Account Manager, WM Advisory
Northern Trust Corp. —Naples, FL
- Full-time
- 5 years
- Office
- Business development

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Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Tampa, FL

Apply Now

Job Details

$140,000 - $190,000 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

Tampa, FL

Requisition ID 2026-123225 Category Financial Planning Position type Regular Pay range USD $140,000.00 - $190,000.00 / 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