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Advisory Manager Jobs in Arizona (NOW HIRING)

Osaic

Vice President, Advisory Consulting

Scottsdale, AZ · On-site

$140K - $175K/yr

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting Preferred Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 ...

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Advisory Manager information

What are some common challenges advisory managers face when balancing client expectations and project deliverables?

Advisory Managers often navigate the complex task of aligning client expectations with realistic project timelines and resource constraints. They must communicate transparently about potential risks, scope changes, and deliverable timelines while maintaining strong client relationships. Balancing these factors requires strong negotiation, problem-solving, and stakeholder management skills. Successfully managing these challenges not only ensures client satisfaction but also helps in building long-term trust and repeat business.

What are the key skills and qualifications needed to thrive as an advisory manager?

To thrive as an Advisory Manager, you need strong analytical abilities, project management experience, and typically a degree in business, finance, or a related field. Proficiency with data analysis tools, enterprise resource planning (ERP) systems, and relevant certifications such as CPA or PMP are commonly required. Exceptional communication, leadership, and client relationship skills help you stand out in this role. These skills are vital for delivering strategic guidance, managing teams, and ensuring successful client engagements.

What is an advisory manager?

Advisory Managers are professionals who oversee consulting projects and teams, providing clients with strategic advice in areas like business operations, risk management, or financial planning. They are responsible for managing client relationships, guiding junior consultants, and ensuring the successful delivery of advisory services. Advisory Managers often work in accounting firms, consulting companies, or large corporations. Their expertise helps organizations solve complex problems and improve performance.

What is the difference between Advisory Manager vs Financial Analyst?

AspectAdvisory ManagerFinancial Analyst
Required CredentialsBachelor's degree, often certifications like CFA or CPABachelor's degree, CFA or CPA preferred
Work EnvironmentClient-facing, strategic planning, team leadershipData analysis, financial modeling, reporting
Employer & Industry UsageConsulting firms, financial services, corporate advisoryInvestment banks, asset management, corporate finance

Advisory Managers focus on client consulting, strategic advice, and team management, often requiring certifications and client interaction. Financial Analysts primarily analyze financial data, prepare reports, and support investment decisions. While both roles require financial knowledge, Advisory Managers have a broader strategic and leadership role, whereas Financial Analysts concentrate on data analysis and reporting.

What cities in Arizona are hiring for Advisory Manager jobs?

Cities in Arizona with the most Advisory Manager job openings:

Advisory Manager jobs near you
Infographic showing various Advisory Manager job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab

Phoenix, AZ

$185K - $245K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 18 days ago

Job description

Position Type: Regular
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

Apply