Senior Manager Advisory & Planning - Wealth Management / Premier Brokerage

Unlock Employer

Posted Oct 21, 2026

Remote · US Full Time

$87.4K – $123.4K/yr

Apply Direct

Overview

This role helps chart a career path while supporting customers in achieving financial freedom. The organization offers a flexible work environment and encourages internal mobility, with an emphasis on purpose, well-being, and work-life balance. A welcoming, inclusive environment is supported across teams and communities, including paid volunteer time.

Applicants must be authorized to work for any employer in the U.S. The organization is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Responsibilities

Support efforts to help customers achieve financial freedom.
Contribute to a welcoming and inclusive environment.
Engage in community and volunteer opportunities as part of the organization’s paid volunteer time.

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote accounting jobs.

Unlock Employer & Apply Directly

Qualifications

Authorization to work for any employer in the U.S. (no visa sponsorship available, including CPT/OPT).

Compensation & Benefits

Base Salary Range: $87,400.00 - $123,400.00
Non-sales positions may participate in a bonus program.
Sales positions may be eligible for sales incentives and, in some instances, a bonus plan; total compensation may exceed base salary depending on individual performance.
Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and/or skill level, and will be finalized at the time of offer.

Benefits include:

Medical, dental, vision, and life insurance
Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment (option to wear jeans)
Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time: 16 hours per calendar year
Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs), open to all

Equal opportunity employer in a drug-free workplace. All qualified applicants will receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Remote/Hybrid Work Requirements

For remote and hybrid positions, you must provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption.

Reliable connectivity from an internet service provider that is fiber, cable or DSL internet is required.
Other necessary computer equipment will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.