Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisory Manager

Charles Schwab

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Stamford, Connecticut. In this role, you will manage client relationships and deliver tailored financial planning and investment guidance. Your expertise will directly impact client outcomes, trust, and long-term retention. This position emphasizes the importance of in-office collaboration, creating a supportive environment for both you and your clients. Schwab offers a competitive benefits package, including 401(k) matching and flexible working options. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisory Manager in Stamford, CT vacancy
  •  ...Ernst & Young Oman is hiring for a Real Estate Tax Senior Manager. This role involves leading tax planning projects, managing teams, and delivering timely advisory services across diverse sectors including real estate and construction. The ideal candidate will have a... 
    Senior

    Ernst & Young Oman

    Stamford, CT
    1 day ago
  •  ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead...  ...Financial Advisor to manage and expand a large, mature portfolio...  ...Retail, Business Banking, and Wealth teams. What You’ll Do: Manage...  ...to offer securities, advisory, and insurance services and is... 
    Senior
    Work experience placement

    M&T Bank

    Cos Cob, CT
    4 days ago
  •  ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory...  ...fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning... 
    Suggested
    Work at office

    Charles Schwab

    Stamford, CT
    2 days ago
  •  ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory...  ...effectiveness, and long‑term relationship success. Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build... 
    Suggested
    Work at office

    Charles Schwab

    Stamford, CT
    3 days ago
  •  ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities: Manage a portfolio of clients of varying size and... 
    Senior
    Full time
    Local area

    KPMG

    Stamford, CT
    2 days ago
  • $85k - $95k

     ...Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed...  ...the Property Manager, Director/Associate Director, or Senior Property Manager and provides support in all aspects... 
    Full time
    Contract work
    Temporary work
    Immediate start

    Avison Young

    Norwalk, CT
    5 days ago
  •  ...opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on...  ...of leaders Advocate for digitization and automation in tax advisory Adhere to professional and technical standards Foster a collaborative... 
    Local area
    Overseas

    PwC (US)

    Stamford, CT
    4 days ago
  •  ...A leading financial services firm in Darien, CT, is seeking an Assistant Controller to oversee senior accountants and manage financial reporting for corporate subsidiaries. The ideal candidate has a Bachelor's degree in Accounting or Finance and at least 7 years of finance... 
    Senior

    The Military Veteran

    Darien, CT
    4 days ago
  • $60k - $70k

     ...Excellent analytical, organizational and written communication skills. High attention to detail and accuracy with the ability to manage multiple priorities and meet hard deadlines. Ability to thrive in a collaborative, fast-paced environment. PERKS and BENEFITS... 
    Temporary work
    Casual work
    Work at office
    Local area

    Luxury Mortgage Consumer Direct

    Stamford, CT
    2 days ago
  • $125k - $200k

     ...Job Description: Our client is a growing wealth management firm located in Darien, CT. They are seeking a Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Purpose... 
    Temporary work

    Financial Planner Recruiting, LLC

    Darien, CT
    4 days ago
  •  ...future, and what we stand for as a firm. KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax provision, compliance, and advisory services to a variety of clients from Fortune 100 to emerging... 
    Senior
    Full time
    Local area

    KPMG

    Stamford, CT
    2 days ago
  • $70k - $95k

     ...Job Description Tax Senior/Reviewer Opportunity in Stamford, CT - Boutique Firm with Big Growth! Join a firm where your work...  ...life outside of work does too. A boutique tax and advisory firm based in the Stamford area is seeking a Tax Senior/Reviewer... 
    Senior
    Flexible hours

    gpac

    Stamford, CT
    3 days ago
  • $60k - $65k

     ...POSITION OVERVIEW Reporting to the Director of Advancement, the Senior Grant Manager is responsible for oversight of the agency-wide grant and restricted portfolio, pre through post award. This role is critical to support a growing complex grant and restricted funding... 
    Senior
    Full time
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    Maritime-Aquarium

    Norwalk, CT
    1 day ago
  • $142.6k - $261.5k

     ...SuccessFactors, we assist clients in enhancing performance and increasing productivity. Join our dynamic team as a Technology Business Analyst Manager, where you will bridge the gap between business needs and technical solutions. You'll be instrumental in analyzing business models... 
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Stamford, CT
    4 days ago
  • $142.6k - $261.5k

     ...we assist clients in enhancing performance and increasing productivity. Join our dynamic team as a Technology Business Analyst Manager, where you will bridge the gap between business needs and technical solutions. You'll be instrumental in analyzing business models... 
    Summer holiday
    Flexible hours

    EY

    Stamford, CT
    3 days ago
  •  ...Property Manager Remedy is an independent, full-service healthcare real estate company providing acquisition, development, leasing, management and strategy consulting services across the United States. Headquartered in Chicago, we are the largest private owner of... 
    For contractors
    Work at office
    Local area

    REMEDY MEDICAL PROPERTIES, Inc.

    Stamford, CT
    2 days ago
  • $77k - $214k

     ...successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers,...  .... PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Stamford, CT
    4 days ago
  • $115k - $155k

     ...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring...  ...way forward. What this job involves:  As a Senior Project Manager , you will play a crucial role in this pursuit by leading... 
    Senior
    Daily paid
    Work at office
    Local area

    *US AMR-Jones Lang LaSalle Americas, Inc.

    Stamford, CT
    2 days ago
  •  ...Join Our Team as a full-time Assistant Property Manager at Richman Property Services, Inc. in Norwalk, CT at our brand new Property! Richman Property Services is currently seeking a full-time Assistant Property Manager to join our dynamic team. Are you a community... 
    Full time
    Monday to Friday
    Flexible hours

    Richman Property Services

    Norwalk, CT
    1 day ago
  • $50 - $60 per hour

     ...progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be able to choose which projects you want to work... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Norwalk, CT
    more than 2 months ago
  • $68k - $70k

     ...Bozzuto, every team member shares a deep commitment to doing good for those around us We live this each day by designing, building, managing and maintaining one-of-a-kind residences. Whether it's the talent within our communities or the expertise across our property... 
    Local area
    Weekend work
    2 days per week

    Bozzuto

    Stamford, CT
    4 days ago
  •  ...time Ref# 20039745 Job Level Individual Contributor Job Type Experienced Seniority Level Mid-Senior Level Currency USD - United States - US Annual Base Salary Minimum 97,740... 
    Senior
    Full time

    Xerox

    Norwalk, CT
    18 hours ago
  •  ...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important...  ...future as we are, join our team. KPMG is currently seeking a Senior Managing Director to join our International Tax practice. Responsibilities... 
    Senior
    Work at office
    Local area

    KPMG

    Stamford, CT
    5 days ago
  • A leading ironworking company in Stamford, CT is seeking an experienced structural steel and miscellaneous metals estimator. Responsibilities include analyzing project specifications, preparing cost estimates, and coordinating with project teams and clients. The ideal ...
    Senior
    Full time

    Stamford Forge LLC

    Stamford, CT
    5 hours ago
  •  ...Role: Senior Servicenow Developer (Only H1B) Location: stamford connecticut Onsite position Duration: 12 months JD: Minimum 11 plus years of experience in IT Recent Banking/Finance Domain Thanks & Regards, Manikanth... 
    Senior
    H1b

    Kaav Inc.

    Stamford, CT
    17 hours ago
  •  ...lubrication, cleaning, and component replacement Assist with operation and maintenance of the Building Automation System (BAS), Energy Management System (EMS), and Fire/Life Safety Systems Respond promptly to tenant service requests related to HVAC, plumbing, lighting,... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Afternoon shift

    Building and Land Technology

    Stamford, CT
    5 hours ago
  • $100k - $170k

    A construction firm is looking for a Superintendent with over 7 years of field experience in commercial projects. This role involves preparing project schedules, overseeing daily operations, and ensuring quality and safety standards. Candidates should have supervisory ...
    Senior

    Abbott

    Stamford, CT
    4 days ago
  • $150k - $200k

    Are You One of Us? Home Genius Exteriors is one of the fastest-growing home improvement companies in the nation, ranked #21 on Qualified Remodeler's Top 500 and recognized with Owens Corning's Top Performer MVP Award. In just 7 years, we've grown from $3M to nearly $...
    Full time
    For contractors
    Weekend work

    Home Genius Exteriors

    Norwalk, CT
    17 hours ago
  •  ...authority to stop operations and activities that could harm to employees, equipment, or Owners property. Reviews Contractor Site-Specific Safety Plans prior to the start of constru Safety Manager, Manager, Contractor, Senior, Safety Engineer, Business Services, Health... 
    Senior
    For contractors

    Marsh & McLennan Companies

    Norwalk, CT
    1 day ago
  • $77k - $202k

     ...A career in our Enterprise Performance Management team, within our Oracle consulting practice...  ...careers, now and in the future. As a Senior Associate, you'll work as part of a team...  ...Years of Experience: 3 year(s) with advisory client facing Oracle EPM Consulting experience... 
    Senior
    Full time
    H1b

    PwC

    Stamford, CT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisory Manager. Be the first to apply!