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Cornerstone Wealth Advisory Group Jobs (NOW HIRING)

Charles Schwab

CT

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 ...

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How much do cornerstone wealth advisory group jobs pay per year?

As of Aug 14, 2026, the average yearly pay for cornerstone wealth advisory group in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What does a typical day look like for a wealth advisor at Cornerstone Wealth Advisory Group?

A typical day for a Wealth Advisor at Cornerstone Wealth Advisory Group involves meeting with clients to review their financial goals, analyzing investment portfolios, and developing tailored financial strategies. Advisors collaborate with colleagues in research, compliance, and client services to ensure holistic solutions and account management. The role often includes ongoing market research and staying up-to-date with financial products and industry regulations. This dynamic environment provides opportunities to build deep client relationships while continuously expanding your expertise and professional network.

What is a Cornerstone Wealth Advisory Group?

A Cornerstone Wealth Advisory Group job typically involves providing financial planning, investment management, and wealth advisory services to clients. Professionals in this role help individuals and businesses achieve their financial goals by offering tailored advice on portfolio management, retirement planning, tax strategies, and estate planning. Employees may work as financial advisors, client service associates, or investment analysts, depending on their expertise and qualifications. Strong communication, analytical skills, and a deep understanding of financial markets are essential for success in this career.

What are the key skills and qualifications needed to thrive in the Cornerstone Wealth Advisory Group position?

To thrive as a Wealth Advisor at Cornerstone Wealth Advisory Group, you need expertise in financial planning, investment strategies, portfolio management, and a relevant bachelor’s degree, often complemented by certifications such as CFP or CFA. Familiarity with financial analysis tools, CRM software, and portfolio management systems is essential for daily workflow. Exceptional interpersonal skills, proactive client communication, and strong ethical judgment help build lasting client relationships. These competencies ensure advisors provide tailored wealth management solutions and maintain trust in a highly competitive industry.

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Cornerstone Wealth Advisory Group jobs near you
Infographic showing various Cornerstone Wealth Advisory Group job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab Corporation

Indianapolis, IN • On-site

$120 - $180/hr

Other

Posted 2 days ago

New

Job description

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 workwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,consider acareer as aSenior 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.

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