ZipRecruiter

Log In

1

Wealth Advisory Manager Jobs (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Advisory Manager Jobs

Wealth Advisory Manager information

See salary details

$24.5K

$59.5K

$116K

How much do wealth advisory manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for wealth advisory manager in the United States is $59,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $68,500.00 per year, depending on experience, location, and employer.

What are the most commonly searched types of Wealth Advisory jobs?

The most popular types of Wealth Advisory jobs are:

What are popular job titles related to Wealth Advisory Manager jobs?

For Wealth Advisory Manager jobs, the most frequently searched job titles are:

Wealth Advisor, Schwab Wealth Advisory

Richfield, OH • On-site

Charles Schwab Corporation
See more jobs at Charles Schwab Corporationexternal

$100 - $125/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

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 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: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
  • Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
  • Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
  • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
  • Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.
Additional Requirements
  • Bachelor’s degree
  • Active FINRA Series 7 license
    • May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
  • Active FINRA Series 66 license (or equivalent)
    • May be obtained within the first 120 days
Preferred Qualifications
  • CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#J-18808-Ljbffr

Apply