Finance

Manager, Product Management

At Disney Experiences Technology, our team creates world-class immersive and digital experiences for the Company’s vacation brands , Disney’s Parks and Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, and Disney Vacation Club. The Disney Experiences Technology team is responsible for the end-to-end digital and physical Guest experience for all technology & digital-led initiatives across the Attractions & Entertainment, Food & Beverage, Resorts & Transportation, and Merchandise lines of business as well as other initiatives including the MyDisneyExperience app and Hey , Disney! DX Technology and Digital is looking for a Manager - Product Management to lead a team of product managers and developers focused on optimizing digital experience across the funnel, driving qualified traffic into sales flows and converting. This role requires strategic vision, cross-functional leadership, and a deep understanding of consumer behavior, marketing and commercial best practices, conversion optimization, commerce technical acumen. The ideal candidate is highly analytical and collaborative, thrives in a complex matrix environment while wearing multiple hats, and can work with autonomy and accountability. They excel at synthesizing diverse technologies, data sources, and business capabilities into intuitive, high-quality products that guests love, balancing innovation with simplicity to deliver measurable impact. What You’ll Do Define and drive the product vision, strategy, and roadmap across the funnel to optimize traffic quality and conversion. Champion the Guest experience by translating consumer needs, pain points, data, and market trends into outcome-driven product priorities. Provide strong thought partnership with internal and external stakeholders to ensure alignment on value, strategic objectives, and data-driven decision making. Synthesize complex inputs across large product lines/verticals to deliver a clear product definition and strategic roadmap. Develop technical strategies and supervise the day-to-day activities and deliverables of the development team. Mentor and grow talent. Manage digital features in production, monitor KPIs, report to leadership, and identify opportunities for continuous improvement. Lead the end-to-end product lifecycle from concept and MVP to scaling and optimization. Partner with engineering, architecture, design, marketing, and data science to develop and refine features. Leverages AI to improve guest experiences, as well as drive operational efficiency. Required Qualifications & Skills 8 years of product management experience, preferably in consumer-facing digital environments, 4 years of leading development teams. Proven track record in delivering scalable digital experiences. Strong understanding of SEO, UX, and conversion optimization. Experience with agile product development and cross-functional collaboration. Experience leading and recruiting technical teams, including software engineers, system and platform engineers, software architects, and technical project managers Ability to balance strategic thinking with operational execution. Preferred Experience as Scrum Master, Agile Coach or Developer is a plus. Background in travel, leisure or e-commerce industries Required Education Bachelor’s degree and/or equivalent work experience DISNEYTECH The hiring range for this position in Orlando, FL is $163,400 to $219,100 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

  • Merritt Island, FL

  • no content

VP, Financial Consultant- San Mateo, CA

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What’s in it for you: At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process 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. 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

  • Atherton, CA

  • no content

School-Based Speech-Language Pathologist (SLP)

School-Based Speech-Language Pathologist (SLP) Location: Caldwell, ID Schedule: 2026 -2027 School Year, School-Based Daytime Hours (Part Time, 2-3 days a week) Pay: $55-$60/Per Hour A Role That Supports Communication, Learning, and Student Success At Care Options for Kids, our school-based Speech-Language Pathologists play a critical role in helping students access learning through effective communication. This role is designed for SLPs who value collaboration, structure, and making a meaningful impact in a school setting. In this position, you’ll provide speech and language services to students with a range of communication needs, support IEP goal development and implementation, and collaborate closely with educators, families, and related service providers. Your work will help students build the skills they need to participate fully in the classroom and school community. If you’re an SLP looking for a part-time, school-based role where your expertise is respected and your work directly supports student success, this position was designed with you in mind. Care Options for Kids Benefits, Medical, Dental, and Vision Insurance Life, LTD, and STD coverage Supplemental insurance options 401(k) once eligible PTO Continuing education units (CEUs) Referral program Professional development assistance Discipline-specific mentor Access to an online community of clinicians and school professionals Support That Helps You Succeed in Schools Collaborative school-based team environment Clear expectations aligned with IEPs and district standards Ongoing collaboration with teachers and special education teams Resources and support to deliver effective, compliant school-based services Requirements Master’s degree or higher in Communication Sciences and Disorders from an accredited institution Active ASHA Certificate of Clinical Competence (CCC-SLP) in good standing Active state license to practice Speech-Language Pathology in Idaho Strong organizational and time-management skills Ability to maintain confidentiality of student information Knowledge of evidence-based speech and language intervention practices Excellent written, verbal, and interpersonal communication skills Reliable transportation, valid driver’s license, and current auto liability insurance Accepting Applications through 7/31/26 Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. RDSBSID

  • Caldwell, ID

  • no content

Principal Data Center Systems Engineer

Principal Data Center Systems EngineerOur customers’ system requirements are usually highly complex. Bringing together hardware and software systems design, Systems Development Engineering operates at the very cutting edge of technology to meet them. We design and develop electronic and electro-mechanical or systems-orientated products, conduct feasibility studies on engineering proposals and prepare installation, operation and maintenance specifications and instructions. We’re proud to deliver programs and products to the highest quality standards, on time and within budget.What you’ll achieve:As a Principal Data Center Systems Engineer, you will design and implement critical services, lead complex refactors, and champion quality. You will collaborate across teams to resolve dependencies and raise the bar for performance and reliability.Join us to do the best work of your career and make a profound social impact as a Principal Data Center Systems Engineer on our Systems Development Engineering team in Austin, Texas (relocaiton assistance available).

  • Round Rock, TX

  • no content

Licensed Practical Nurse (LPN) – SIGN ON BONUS

Licensed Practical Nurse (LPN) – Pediatric Home Health Sign-On Bonus Opportunity! Eligible candidates may qualify for a $500 sign-on bonus as part of their total compensation package. Bonus eligibility and payout structure will be discussed early in the interview process. A Nursing Role Built for Focused, One-on-One Care in Pennsylvania At Care Options for Kids, pediatric home health nursing is intentionally different. Instead of juggling multiple patients and constant interruptions, you provide one-on-one care in the home, allowing you to focus fully on your patient and deliver care with confidence and consistency. In this role, you'll support pediatric patients with skilled nursing needs while working closely with a registered nurse and clinical leadership. LPNs who thrive here value meaningful patient relationships, clear direction, and the reassurance of knowing support is always available when needed. If you're an LPN looking for a role that offers stability, support, and the ability to make a real difference in a child's life, this position was designed with you in mind. Care Options for Kids Benefits Paid Time Off (PTO) and flexible schedule Medical, dental, and vision coverage 401(k) retirement plan Weekly pay and direct deposit 24/7 On-Call for support CEU credits Training opportunities Preceptor Program Nurse Referral Bonus Support That Keeps You Safe and Confident Easy-to-use Employee Portal that puts you in control, request shifts that fit your schedule and preferences, earn Care Bucks rewards, and stay connected to the COFK community. 24/7 on-call clinical support whenever guidance is needed Clear plans of care with RN oversight PPE provided in every home, including masks, gloves, and hand sanitizer Care delivered in alignment with CDC safety guidelines A clinical team focused on nurse safety and success Requirements Valid Pennsylvania LPN License or Multistate License TB Skin Test (PPD) or TB Blood Test (QF) Valid BLS CPR card (obtained in person not online) Valid driver's license G-tube, trach, vent experience or willing to train Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *Restrictions Apply. Connect with Talent Acquisition Specialist for details on Sign On Bonus eligibility and payout schedule. APPNUDWN RDNUDWN Salary: $68640.00 - $72800.00 / year

  • Downingtown, PA

  • no content

Licensed Practical Nurse (LPN)

Licensed Practical Nurse (LPN) – Pediatric Home Health A Nursing Role Built for Focused, One-on-One Care in Pennsylvania At Care Options for Kids, pediatric home health nursing is intentionally different. Instead of juggling multiple patients and constant interruptions, you provide one-on-one care in the home, allowing you to focus fully on your patient and deliver care with confidence and consistency. In this role, you'll support pediatric patients with skilled nursing needs while working closely with a registered nurse and clinical leadership. LPNs who thrive here value meaningful patient relationships, clear direction, and the reassurance of knowing support is always available when needed. If you're an LPN looking for a role that offers stability, support, and the ability to make a real difference in a child's life, this position was designed with you in mind. Care Options for Kids Benefits Paid Time Off (PTO) and flexible schedule Medical, dental, and vision coverage 401(k) retirement plan Weekly pay and direct deposit 24/7 On-Call for support CEU credits Training opportunities Preceptor Program Nurse Referral Bonus Discounts on movie tickets, car rentals, hotels, theme parks, and more! Support That Keeps You Safe and Confident Easy-to-use Employee Portal that puts you in control, request shifts that fit your schedule and preferences, earn Care Bucks rewards, and stay connected to the COFK community. 24/7 on-call clinical support whenever guidance is needed Clear plans of care with RN oversight PPE provided in every home, including masks, gloves, and hand sanitizer Care delivered in alignment with CDC safety guidelines A clinical team focused on nurse safety and success Requirements Valid Pennsylvania LPN License or Multistate License TB Skin Test (PPD) or TB Blood Test (QF) Valid BLS CPR card (obtained in person not online) Valid driver's license G-tube, trach, vent experience or willing to train Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. RDNUMD Salary: $30.00 - $32.00 / hour

  • Grove City, PA

  • no content

Licensed Practical Nurse (LPN) – SIGN ON BONUS

Licensed Practical Nurse (LPN) – Pediatric Home Health Sign-On Bonus Opportunity! Eligible candidates may qualify for a $500 sign-on bonus as part of their total compensation package. Bonus eligibility and payout structure will be discussed early in the interview process. A Nursing Role Built for Focused, One-on-One Care in Pennsylvania At Care Options for Kids, pediatric home health nursing is intentionally different. Instead of juggling multiple patients and constant interruptions, you provide one-on-one care in the home, allowing you to focus fully on your patient and deliver care with confidence and consistency. In this role, you'll support pediatric patients with skilled nursing needs while working closely with a registered nurse and clinical leadership. LPNs who thrive here value meaningful patient relationships, clear direction, and the reassurance of knowing support is always available when needed. If you're an LPN looking for a role that offers stability, support, and the ability to make a real difference in a child's life, this position was designed with you in mind. Care Options for Kids Benefits Paid Time Off (PTO) and flexible schedule Medical, dental, and vision coverage 401(k) retirement plan Weekly pay and direct deposit 24/7 On-Call for support CEU credits Training opportunities Preceptor Program Nurse Referral Bonus Support That Keeps You Safe and Confident Easy-to-use Employee Portal that puts you in control, request shifts that fit your schedule and preferences, earn Care Bucks rewards, and stay connected to the COFK community. 24/7 on-call clinical support whenever guidance is needed Clear plans of care with RN oversight PPE provided in every home, including masks, gloves, and hand sanitizer Care delivered in alignment with CDC safety guidelines A clinical team focused on nurse safety and success Requirements Valid Pennsylvania LPN License or Multistate License TB Skin Test (PPD) or TB Blood Test (QF) Valid BLS CPR card (obtained in person not online) Valid driver's license G-tube, trach, vent experience or willing to train Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *Restrictions Apply. Connect with Talent Acquisition Specialist for details on Sign On Bonus eligibility and payout schedule. APPNUHAR RDNUHAR Salary: $66560.00 - $72800.00 / year

  • Greenfield Manor, PA

  • no content

Registered Nurse (RN) - ICU - Ochsner West Bank - Nights

We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve, heal, lead, educate, and innovate. We believe that every award earned, every record broken and every patient helped is because of the dedicated employees who fill our hallways. At Ochsner, whether you work with patients every day or support those who do, you are making a difference and that matters. Come make a difference at Ochsner Health and discover your future today! This job is considered a leader in the provision of patient care utilizing the Nursing Process within the framework of the Nurse Practice Act, ANA Code for Nurses and Scope & Standards of Practice. The RN effectively delegates, directs and assists licensed and ancillary team members. Assumes accountability for quality patient outcomes, exhibits sensitivity to cultural, ethnic and religious diversity in all interactions, and maintains involvement in activities aimed toward the achievement of unit and the department’s strategic goals and objectives. Demonstrates professional responsibility and accountability for his/her own practice and supports the company's philosophy of nursing. *Sign On Bonus Available* Education Required - Registered Nurse Diploma Preferred - Associate's or Bachelor's degree in Nursing Work Experience Required - None Certifications Required - Current RN License in the state of practice Current Basic Life Support (BLS) certification from the American Heart Association Preferred - Certification in clinical specialty area Knowledge Skills and Abilities (KSAs) Must have computer skills and dexterity required for data entry and retrieval of patient information. Must be proficient with Windows-style applications, various software packages specific to role and keyboard. Effective verbal and written communication skills and the ability to present information clearly and professionally to varying levels of individuals throughout the patient care process. Excellent organizational skills. Excellent time management skills. Job Duties Effectively uses the Nursing Process in the delivery of patient care. Assesses learning needs and implement teaching strategies appropriate for the diverse needs of the patient, family and other groups or disciplines. Communicates, delegates and manages nursing team resources (human and fiscal) properly and serves as a leader and partner on the Interdisciplinary Team. Utilizes data, information and knowledge to evaluate and promote change in order to achieve optimal outcomes. Embraces concepts and behaviors that enhance customer satisfaction and employee morale and improvement in the profession of nursing. Other related duties as required. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. This employer maintains and complies with its Compliance & Privacy Program and Standards of Conduct, including the immediate reporting of any known or suspected unethical or questionable behaviors or conduct; patient/employee safety, patient privacy, and/or other compliance-related concerns. This employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Physical and Environmental Demands The physical essential functions of this job include (but are not limited to) the following: Frequently exerting 10 to 20 pounds of force to move objects; occasionally exerting up to 100 pounds of force. Physical demand requirements are in excess of those for sedentary work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties performed routinely require exposure to blood, body fluid and tissue. The incumbent works in a patient care area; works in an area where patients enter; works directly with patients; and/or works with specimens that could contain communicable diseases. The incumbent has an occupational risk for exposure to all communicable diseases. Because the incumbent works within a healthcare setting, there may be occupational risk for exposure to hazardous medications or hazardous waste within the environment through receipt, transport, storage, preparation, dispensing, administration, cleaning and/or disposal of contaminated waste. The risk level of exposure may increase depending on the essential job duties of the role. Are you ready to make a difference? Apply Today! Ochsner Health does not consider an individual an applicant until they have formally applied to the open position on this careers website. Please refer to the job description to determine whether the position you are interested in is remote or on-site. Individuals who reside in and will work from the following areas are not eligible for remote work position: Colorado, California, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington, and Washington D.C. Ochsner Health endeavors to make our site accessible to all users. If you would like to contact us regarding the accessibility of our website, or if you need an accommodation to complete the application process, please contact our HR Employee Solution Center at 504-842-4748 (select option 1) or [email protected] . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Ochsner is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any legally protected class, including protected veterans and individuals with disabilities.

  • Gretna, LA

  • no content

Clinical Director - Board Certified Behavioral Analyst (BCBA) - Up to $5,000 Sign-On Bonus

We’re seeking a Clinical Director, Board Certified Behavioral Analyst looking for an opportunity to gain hands-on experience in a unique setting. This is an opportunity to provide a safe and therapeutic encompassment for pediatric-aged children with autism and other developmental disabilities. We incorporate an innovative and therapeutic environment where children are encouraged to develop at their own pace. Join the team for a truly unique experience with great benefits, a dedicated clinical support team, and flexibility! Position Types Available: Full-Time - Hybrid Qualifications : Graduate from a BCBA program Current license as a Board Certified Behavior Analyst in Texas Masters or Doctorate degree 2 years' experience working with children or adolescents, preferably in a clinic setting Strong understanding of Applied Behavior Analysis (ABA) principles and techniques Why work with Care Options for Kids? Unlimited opportunity for professional development Insurance available first day of month following hire date 401K Plan Generous Paid Time Off (PTO) Annual CEU Allowance Employee Referral Program Industry-leading training Office Team Support for all Non-Clinical Needs – Billing, Referrals, Scheduling Assistance, Provider Office Coordination and much more Annual Salary Ranges Full-Time: $85,000 - $90,000 Compensation is based on skill set, experience and caseload. Application open until 7/31/2026 The Equal Employment Opportunity Policy of Care Options for Kids is to provide a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. *Restrictions Apply RDTXABA

  • Killeen, TX

  • no content

Licensed Practical Nurse (LPN)

Licensed Practical Nurse (LPN) – Pediatric Home Health A Nursing Role Built for Focused, One-on-One Care in Pennsylvania At Care Options for Kids, pediatric home health nursing is intentionally different. Instead of juggling multiple patients and constant interruptions, you provide one-on-one care in the home, allowing you to focus fully on your patient and deliver care with confidence and consistency. In this role, you'll support pediatric patients with skilled nursing needs while working closely with a registered nurse and clinical leadership. LPNs who thrive here value meaningful patient relationships, clear direction, and the reassurance of knowing support is always available when needed. If you're an LPN looking for a role that offers stability, support, and the ability to make a real difference in a child's life, this position was designed with you in mind. Care Options for Kids Benefits Paid Time Off (PTO) and flexible schedule Medical, dental, and vision coverage 401(k) retirement plan Weekly pay and direct deposit 24/7 On-Call for support CEU credits Training opportunities Preceptor Program Nurse Referral Bonus Discounts on movie tickets, car rentals, hotels, theme parks, and more! Support That Keeps You Safe and Confident Easy-to-use Employee Portal that puts you in control, request shifts that fit your schedule and preferences, earn Care Bucks rewards, and stay connected to the COFK community. 24/7 on-call clinical support whenever guidance is needed Clear plans of care with RN oversight PPE provided in every home, including masks, gloves, and hand sanitizer Care delivered in alignment with CDC safety guidelines A clinical team focused on nurse safety and success Requirements Valid Pennsylvania LPN License or Multistate License TB Skin Test (PPD) or TB Blood Test (QF) Valid BLS CPR card (obtained in person not online) Valid driver's license G-tube, trach, vent experience or willing to train Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. APPNUGRB RDNUGRB Salary: $30.00 - $33.00 / hour

  • Oklahoma, PA

  • no content

Licensed Practical Nurse (LPN)

Licensed Practical Nurse (LPN) – Pediatric Home Health A Nursing Role Built for Focused, One-on-One Care in Pennsylvania At Care Options for Kids, pediatric home health nursing is intentionally different. Instead of juggling multiple patients and constant interruptions, you provide one-on-one care in the home, allowing you to focus fully on your patient and deliver care with confidence and consistency. In this role, you'll support pediatric patients with skilled nursing needs while working closely with a registered nurse and clinical leadership. LPNs who thrive here value meaningful patient relationships, clear direction, and the reassurance of knowing support is always available when needed. If you're an LPN looking for a role that offers stability, support, and the ability to make a real difference in a child's life, this position was designed with you in mind. Care Options for Kids Benefits Paid Time Off (PTO) and flexible schedule Medical, dental, and vision coverage 401(k) retirement plan Weekly pay and direct deposit 24/7 On-Call for support CEU credits Training opportunities Preceptor Program Nurse Referral Bonus Discounts on movie tickets, car rentals, hotels, theme parks, and more! Support That Keeps You Safe and Confident Easy-to-use Employee Portal that puts you in control, request shifts that fit your schedule and preferences, earn Care Bucks rewards, and stay connected to the COFK community. 24/7 on-call clinical support whenever guidance is needed Clear plans of care with RN oversight PPE provided in every home, including masks, gloves, and hand sanitizer Care delivered in alignment with CDC safety guidelines A clinical team focused on nurse safety and success Requirements Valid Pennsylvania LPN License or Multistate License TB Skin Test (PPD) or TB Blood Test (QF) Valid BLS CPR card (obtained in person not online) Valid driver's license G-tube, trach, vent experience or willing to train Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. RDNUMD Salary: $30.00 - $32.00 / hour

  • Hermitage, PA

  • no content

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Position Type: Regular 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

  • Bellevue, WA

  • no content