Top 2678 Wealth advisory manager Jobs in United States

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Charlotte, NC
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
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
1d
Relationship Manager, Wealth Advisory
Glenmede Trust Co —New York, NY
- $125,000 - $275,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Business development
- Commuter assistance
- Health savings account
Wealth Advisory Manager
BakerAvenue —Southlake, TX
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
- Commuter assistance
- Health savings account
Quick Apply
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 —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Director - Trust & Estate
PKF O'Connor Davies —Cranford, NJ
- $100,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
Relationship Manager and Financial Planner
Pasadena Private Wealth —Pasadena, CA
- $100,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
5d
Client Administrative Manager
Steward Partners Global Advisory LLC —McLean, VA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Senior Client Relationship Manager (Wealth Management) NO RECRUITERS
Momentum Capitol Wealth Advisors —Reston, VA
- $70,000 - $95,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid training
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Conshohocken, PA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Associate Advisor (Wealth Management)
Peak American Financial Companies, Inc. —Plano, TX
- $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Charlotte, NC
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
7d
Branch Manager 4 - Novato, CA
U.S. Bank National Association —Novato, CA
- $104,550 - $135,300 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
7d
Senior Client Service Advisor
Northwestern Mutual - Midwest Financial Planning Grp —Findlay, OH
- $75,000 - $115,000 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid training
- Health insurance
Quick Apply
11d
Senior Wealth Manager
Procisive —Del Mar, CA
- From $140,000 a year
- Full-time
- CPA
- Office
- 8 years
Quick Apply
14d
Client Service Manager to Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Management
- Health savings account
- Health insurance
Quick Apply
Fiduciary Risk Officer
MJ Boyd Consulting —Miami, FL
- Microsoft Excel
- 5 years
- Office
Quick Apply
Professional Leaders Seeking a Career Change
NYLIFE Securities / New York Life / Eagle Strategies —Pittsburgh, PA
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for wealth advisory manager in united states

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth advisory manager jobs near united states

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Los Angeles, CA

Apply Now

Job Details

$168,000 - $228,000 a year
1 day ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
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
Financial goal setting advisory services
Experience practicing in the securities industry
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.

What you have

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 united states

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Relationship Manager, Wealth Advisory

Wealth Advisory Manager

Registered Client Administrative Manager

Client Administrative Manager

Director - Trust & Estate

Relationship Manager and Financial Planner

Client Administrative Manager

Senior Client Relationship Manager (Wealth Management) NO RECRUITERS

Client Administrative Manager

Associate Advisor (Wealth Management)

Client Administrative Manager

Branch Manager 4 - Novato, CA

Senior Client Service Advisor

Senior Wealth Manager

Client Service Manager to Financial Advisor

Fiduciary Risk Officer

Professional Leaders Seeking a Career Change

I want to receive the latest job alert for wealth advisory manager in united states

Related Searches

Explore jobs in more locations

Your opportunity

What you have

What’s in it for you

Job Seeker Tools

Employer Tools

Browse

Stay Connected