Senior Wealth Advisor & Client-Centric Leader
Charles Schwab Corporation
Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor, to manage ongoing client relationships and deliver holistic financial planning. This role requires expertise in navigating complex client needs and strong communication skills. The selected candidate will work on-site in Walnut Creek, California, and will have a significant impact on client advisory excellence. Qualifications include a CFP® or CFA®, along with relevant licenses and a bachelor’s degree. #J-18808-Ljbffr Charles Schwab Corporation
Vacancy posted 1 day ago
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