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Wealth Management Financial Services Financial Advisor Financial Consultant

Senior Wealth Advisor Manager — Fiduciary, Client Impact

Job in Irvine, Orange County, California, 92713, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider is seeking a Sr. Manager, Wealth Advisor in Irvine, California. In this role, you'll be responsible for delivering exceptional client experiences through personalized, fee-based advisories. You'll work collaboratively with a dedicated team while mentoring junior members. Candidates should possess a Bachelor’s degree and either a CFP® or CFA® designation, along with substantial advisory experience. The role is designed for those looking to deepen their expertise in wealth management and make a direct impact on clients' financial portfolios.
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Position Requirements
10+ Years work experience
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