FP&A Manager, Wealth Advisory Strategy
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-07-19
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Analyst, Financial Reporting, Financial Manager
Job Description & How to Apply Below
Charles Schwab in Southlake, TX, seeks a Manager, Finance supporting Wealth Advisory. You will translate complex financial data into clear insights that guide forecasting, reporting, and strategic decisions.
The role partners with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, financial modeling, and product performance analysis. This highly collaborative position requires strong Excel and PowerPoint skills, the ability to manage multiple priorities, and a
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