Top 163 Peer advisor Jobs in San Jose, Ca

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Undergraduate Student Services Officer
Stanford University —Stanford, CA
- $88,000 - $94,000 a year
- Weekends as needed
- Hybrid work
- Computer literacy
- Mid-level
- Analysis skills
13d
Academic Advisor
College Track —East Palo Alto, CA
- $69,000 - $83,000 a year
- Spanish
- High school
- Mid-level
- Paid holidays
Student Services Manager
Stanford University —Stanford, CA
- $105,000 - $115,000 a year
- Weekends as needed
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Flexible schedule
1d
Service Advisor - Jaguar Land Rover San Jose
Sonic Automotive —San Jose, CA
- $100,000 - $250,000 a year
- Full-time
- Clean driving record
- Dealership
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
Executive Assistant to Chief People Officer
Sandisk —Milpitas, CA
- Full-time
- Research
- Office
- Continuous improvement
- Health savings account
- AD&D insurance
Quick Apply
Resident Advisor, Overnight Friday to Tuesday 11:30pm-8:30am
Career Systems Development Corporation —San Jose, CA
- $28.48 an hour
- Overnight shift
- Bachelor of Science
- High school diploma or GED
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
13d
Resident Director
Santa Clara University —Santa Clara, CA
- Weekends as needed
- Writing skills
- Mid-level
- Office
Residential Advisor, Overnight ON CALL
Career Systems Development Corporation —San Jose, CA
- $28.48 an hour
- Overnight shift
- Bachelor of Science
- Residential
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Area Security Manager, Global Corporate Security
Amazon.com Services LLC —Sunnyvale, CA
- $140,700 - $190,300 a year
- Full-time
- Customer service
- 5 years
- Office
- AD&D insurance
- Health insurance
Non-Technical Project Management / Change Management Specialist
Applied Materials —Santa Clara, CA
- $101,000 - $139,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
HR Business Partner - TikTok RD - San Jose
TikTok —San Jose, CA
- $121,600 - $220,400 a year
- English
- Office
- Recruiting
- Paid parental leave
- Paid holidays
External Executive Communications Manager
Hewlett Packard Enterprise —San Jose, CA
- $135,500 - $275,000 a year
- Full-time
- Hybrid work
- Office
- Project management
- Organizational skills
2d
TikTok Ads Financial Crime Compliance Advisor - Global Payment
TikTok —San Jose, CA
- $121,600 - $288,000 a year
- 5 years
- Office
- Analysis skills
- Paid parental leave
- Paid holidays
Science & Medicine Advisor
American Heart Association —San Jose, CA
- $110,000 - $120,000 a year
- Full-time
- Medicine
- Office
- Doctor of Philosophy
- Wellness program
- Paid holidays
8d
Residential Advisor, Swing Shift (Wednesday to Saturday 1:00pm-12:00am), Full-time, Onsite
Career Systems Development Corporation —San Jose, CA
- $28.48 an hour
- Overnight shift
- Bachelor of Science
- Residential
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
10d
Associate Dean, Office of Career Services, Stanford Law School
Stanford University —Stanford, CA
- $191,546 - $239,965 a year
- Full-time
- Hybrid work
- Analysis skills
- University
- Mentoring
Tolling Industry Management Consultant
Accenture —Mountain View, CA
- $59,100 - $205,800 a year
- Full-time
- Bachelor's degree
- Travel
- US work authorization
- Paid holidays
- Disability insurance
Chief Human Resources Officer
Cytek Biosciences Inc —Fremont, CA
- $350,000 - $400,000 a year
- Full-time
- Ability to walk for extended periods
- 11+ years
- Office
- Health insurance
2d
HR Business Partner - TikTok Product & Design
TikTok —San Jose, CA
- $108,000 - $220,400 a year
- Office
- Recruiting
- Fair chance
- Paid parental leave
- Paid holidays

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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab -
Campbell, CA

Apply Now

Job Details

$168,000 - $228,000 a year
2 days ago

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
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

peer advisor jobs in san jose, ca

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Undergraduate Student Services Officer

Academic Advisor

Student Services Manager

Service Advisor - Jaguar Land Rover San Jose

Executive Assistant to Chief People Officer

Resident Advisor, Overnight Friday to Tuesday 11:30pm-8:30am

Resident Director

Residential Advisor, Overnight ON CALL

Area Security Manager, Global Corporate Security

Non-Technical Project Management / Change Management Specialist

HR Business Partner - TikTok RD - San Jose

External Executive Communications Manager

TikTok Ads Financial Crime Compliance Advisor - Global Payment

Science & Medicine Advisor

Residential Advisor, Swing Shift (Wednesday to Saturday 1:00pm-12:00am), Full-time, Onsite

Associate Dean, Office of Career Services, Stanford Law School

Tolling Industry Management Consultant

Chief Human Resources Officer

HR Business Partner - TikTok Product & Design

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