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

Senior Wealth Advisor Manager — Lead, Mentor & Client Impact

Charles Schwab

Charles Schwab in the United States seeks a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory. You will deliver fiduciary guidance, oversee complex portfolios, and lead a collaborative advisory team in servicing high-net-worth clients. You will mentor junior SWA members, leverage a broad suite of Schwab products, and partner with specialists to craft customized financial plans and ongoing investment advice aligned with client goals. #J-18808-Ljbffr Charles Schwab

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor Manager — Lead, Mentor & Client Impact in Phoenix, AZ vacancy
  • $175k - $225k

    Makse Group is looking for a Senior Manager to lead client engagements in Workday Financials. In this role, you will manage a team, provide expert...  ...range is $175,000 - $225,000 annually, with opportunities for mentoring and team development. #J-18808-Ljbffr Makse Group
    Senior

    Makse Group

    Phoenix, AZ
    1 day ago
  •  ...empowered to make an impact on your career....  ...quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee...  ...clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing...  ...ability to lead complex client relationships...  ...: Demonstrates a senior learning mindset... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Phoenix, AZ
    1 day ago
  • A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain... 
    Senior

    Alerus

    Phoenix, AZ
    3 days ago
  • BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client... 
    Senior
    Work at office

    BridgePort Financial Solutions

    Phoenix, AZ
    2 days ago
  • Alerus Financial in Phoenix seeks seasoned Wealth Advisors to deepen relationships with high-net-worth clients and drive new business. You will deliver holistic financial guidance, collaborate with specialists, and lead client reviews and planning to help clients reach... 
    Senior

    Alerus Financial

    Phoenix, AZ
    3 days ago
  • A leading engineering firm based in Phoenix, AZ, is seeking a Senior Client Consultant for Semiconductor Facilities. This role requires a minimum of 10 years in consulting and includes responsibilities like developing a client growth strategy, maintaining relationships... 
    Senior
    Flexible hours

    Olsson

    Phoenix, AZ
    1 day ago
  • $200k

    Now Exit is looking for a senior advisor in Phoenix, Arizona to lead M&A transactions and build client relationships. The ideal candidate should have 3+ years of experience in business transactions and a strong advisor network. This role offers the autonomy to shape your... 
    Senior
    Remote job

    Now Exit

    Phoenix, AZ
    1 day ago
  • CLA is seeking a Senior Acumatica Implementation Consultant to join our CLA Digital Team. You will lead end-to-end Acumatica implementations, configure systems, train users, and ensure data integrity across client engagements. This role also involves developing reports... 
    Senior

    CLA (CliftonLarsonAllen)

    Phoenix, AZ
    4 days ago
  • A leading property management company in Phoenix, Arizona, is seeking an Assistant Property Manager. This role involves driving sales and developing team talent while making a positive community impact. The ideal candidate will have strong leadership and organizational... 

    Dasch Inc dba Pegasus Group

    Phoenix, AZ
    3 days ago
  • Exponent Inc. is seeking a Managing Scientist, Statistics for its Data Sciences Practice in Phoenix, AZ. In this dynamic role, you will engage in diverse projects involving data collection, management, and inferential analysis to solve urgent technical challenges across... 
    Senior
    Flexible hours

    Exponent Inc.

    Phoenix, AZ
    2 days ago
  • A leading education institution in Arizona is seeking a Senior Client Technology Engineer. The role involves designing and maintaining a global end-user computing environment, as well as leading implementation projects. Ideal candidates will have over 10 years of IT experience... 
    Senior
    Full time

    Universal Technical Institute, Inc.

    Phoenix, AZ
    10 hours ago
  • EY is looking for a Real Estate Tax Senior Manager in Phoenix, Arizona. You will lead tax planning projects and apply your extensive knowledge across various...  ...teams and providing trusted advice to our diverse client base. Ideal candidates will have a bachelor’s degree... 
    Senior
    Flexible hours

    EY

    Phoenix, AZ
    2 days ago
  • RSM US LLP is seeking a Tax Consultant in Phoenix, Arizona, to prepare complex tax returns and provide direct client support. The role requires at least 2 years of experience in public accounting and eligibility to sit for the CPA exam or possess a JD. Candidates should... 
    Senior

    RSM US LLP

    Phoenix, AZ
    1 day ago
  • $121.27k - $170k

     ...supportive environment where you can make an impact. Guided by our values Dream Big, Better...  ...team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present... 
    Senior
    Work from home

    REDW

    Phoenix, AZ
    2 days ago
  •  ...empowered to make an impact on your career. Here,...  ...industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth...  ...solution, providing clients with a personal...  ..., including industry leading advisors. You’ll also...  ...have the opportunity to mentor junior SWA team... 
    Senior

    Charles Schwab

    Phoenix, AZ
    4 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth...  ...opportunity to help our clients meet their tax obligations while managing the impact tax has on their business...  ...the future.As a Senior Manager, you'll work...  ....Initiate and lead open conversations...  ...Serve as a strategic advisor, leveraging specialized... 
    Senior
    Full time
    H1b
    Local area
    Overseas

    PwC

    Phoenix, AZ
    3 days ago
  • Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. You will provide advisory services across real estate, hospitality, and construction sectors, ensuring excellent service delivery. The ideal candidate will possess... 
    Senior

    Ernst & Young Oman

    Phoenix, AZ
    1 day ago
  • Landing Point in Phoenix, AZ is seeking a Tax Senior to join our growing accounting team. This role focuses...  ..., compliance, and tax strategy for diverse clients, while mentoring junior staff and collaborating with managers and partners on client engagements. The ideal candidate... 
    Senior
    Casual work

    Landing Point

    Phoenix, AZ
    3 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth...  ...Tax - Real Estate Senior Manager, you will play a pivotal...  ...role in guiding our clients through the complexities...  ...Manager, you will lead large projects and...  ...- Coaching and mentoring team members to enhance...  ...that are impacted by the Los Angeles... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Phoenix, AZ
    2 days ago
  •  ...Phoenix, AZ to enhance our presence in the senior living market. This role requires...  ...industry, with a strong emphasis on sales and client engagement. Join us in transforming senior...  ...through innovative solutions and make a meaningful impact. #J-18808-Ljbffr Curana Health
    Senior

    Curana Health

    Phoenix, AZ
    3 days ago
  • Pye-Barker Fire & Safety is looking for a Senior Fire Alarm Install Technician to join their team in Tolleson, Arizona. In this role, you will be responsible for independently installing fire alarm systems, ensuring compliance with all codes and standards. Candidates should... 
    Senior

    Pye-Barker Fire & Safety

    Tolleson, AZ
    10 hours ago
  • Hill Intl. is seeking a Program Manager in Phoenix, AZ for a full-time on-site role. This senior leadership position will oversee a major aviation client's capital program and manage a program...  ...role offers an opportunity to lead impactful work in a dynamic environment,... 
    Senior
    Full time
    Contract work

    Hill Intl.

    Phoenix, AZ
    3 days ago
  • $105k - $125k

    Capital Asset Management LLC specializes in commercial real estate solutions aimed at creating value for clients. Our motto, Commercial Real Estate. Better. reflects our commitment...  ...variances, concerns, and positive impacts in property operations, taking a solution... 
    Senior
    Work at office
    Work from home

    Capital Asset Management

    Phoenix, AZ
    1 day ago
  • $123.2k - $200k

     ...the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth...  ...May have direct sales and client responsibilities. Oversees...  ...the execution of strategy.Leads and coordinates the daily...  ...Manages effective network of senior internal and external relationships... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Phoenix, AZ
    10 hours ago
  • HDR is seeking a Senior Health Planner to support our growing Health practice and advance the built environment for...  .... The role emphasizes leadership, collaboration and client engagement, with opportunities to mentor teams and influence project strategies while... 
    Senior
    Worldwide

    Fashion Institute of Design & Merchandising

    Phoenix, AZ
    3 days ago
  • Stantec is seeking a Senior Mining Consultant to deliver critical minerals with a focus on sustainability. The role involves providing technical guidance on large, complex mining projects and leading teams through all project phases. Ideal candidates will have a Bachelor... 
    Senior
    Full time

    Stantec

    Phoenix, AZ
    1 day ago
  •  ...local regulations. • Lead environmental impact assessments that influence...  ...• Serve as a trusted advisor to developers,...  ...leveraging your expertise and client relationships to grow...  ...4+ years of project management and permitting...  ...multiple priorities, mentor junior team members,... 
    Senior
    Local area

    Jobtailor

    Phoenix, AZ
    2 days ago
  • $20 per hour

     ...Opportunities with GCON Management Company LLC A...  ...Size: $20-$100M Lead Complex Healthcare...  ...highly accomplished Senior Superintendent to...  ...leadership directly impact patient safety....  ...quality, and long-term client relationships...  ...incentives? Opportunity to mentor the next... 
    Senior
    For contractors
    Interim role
    Local area

    GCON Management Company LLC

    Phoenix, AZ
    10 hours ago
  • $110k - $115k

    A national workforce solutions firm is seeking a senior financial analyst for a manufacturing client in Phoenix, Arizona. This role offers an opportunity to work closely with plant management on financial planning and performance metrics, alongside a collaborative team... 
    Senior

    Vaco

    Phoenix, AZ
    1 day ago
  • A leading engineering firm is seeking a skilled Transmission Section Manager in Phoenix, Arizona. This role requires managing production...  ...teams, and interfacing with clients. Ideal candidates will have a...  ...commitment to making a positive impact in the community. #J-18808-Ljbffr... 
    Senior
    Full time

    Fashion Institute of Design & Merchandising

    Phoenix, AZ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor Manager — Lead, Mentor & Client Impact. Be the first to apply!