Senior Level Wealth Advisor Jobs
Senior level wealth advisor jobs place experienced professionals in charge of complex client portfolios, long-term financial planning strategy, and the advisory relationships that define a firm's top-tier service. Hiring concentrates across Banking & Financial Services, Investment & Asset Management, and Technology & Software, with 14% of openings offering remote or hybrid arrangements, and employers like Citi, Mariner, and M&T Bank hiring at this level now.
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Showing 5 of 84+ Senior Level Wealth Advisor jobs
Los Angeles, CA
Requisition ID 2026-123278 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-31
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 Sr. Manager, 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: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.
What you have
Additional Requirements
CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
May be obtained within the first 120 days
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
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Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Los Angeles, CA
Requisition ID 2026-123278 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-31
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 Sr. Manager, 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: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.
What you have
Additional Requirements
CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
May be obtained within the first 120 days
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
Share:
Facebook
LinkedIn
X
Email
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See All 84 Senior Level Wealth Advisor Jobs
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Find JobsSenior Level Wealth Advisor Job Market
Who's Hiring
- Citi12
- Mariner8
- M&T Bank8
- Truist7
- U.S. Bank7
Top Industries Hiring
- Banking & Financial Services49
- Investment & Asset Management36
- Technology & Software9
- Fintech3
- Consulting & Professional Services3
Senior Level Wealth Advisor Jobs: Frequently Asked Questions
How do I get a senior level wealth advisor job?
Employers hiring at the senior level look for advisors who own client relationships end to end, not just execute on someone else's plan. A deep book of business, credentials like CFP or CFA, and a record of growing assets under management carry the most weight. Demonstrating that you can mentor junior advisors and contribute to team revenue targets gives candidates a clear edge at this stage.
Which companies hire senior level wealth advisors?
Companies hiring senior level wealth advisors right now include Citi, Mariner, and M&T Bank, based on current listings on Migrate Mate as of July 2026. Hiring at this level covers large wirehouses, regional broker-dealers, registered investment advisory firms, and private banks that serve high-net-worth and ultra-high-net-worth clientele.
Are there remote senior level wealth advisor jobs?
Yes, though availability varies by employer and client model. About 14% of senior level wealth advisor openings are remote or hybrid as of July 2026, with fully remote roles most common at firms built around virtual advisory services and hybrid arrangements more typical at larger institutions where in-person client meetings remain part of the role.
What makes a wealth advisor role senior level?
Senior level wealth advisor roles are defined by ownership of high-value client relationships, independent decision-making on complex financial plans, and accountability for portfolio performance across a significant book of business. These positions also carry an expectation of mentoring junior and mid-level advisors, contributing to business development, and often setting standards for how the broader advisory team operates.
Which industries hire the most senior level wealth advisors?
Senior Level wealth advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Technology & Software, based on current listings on Migrate Mate as of July 2026. These sectors drive hiring at this level because they serve clients with complex, multi-generational wealth needs that require experienced advisors capable of managing sophisticated planning strategies and large asset bases.