Senior Wealth Advisor & Team Leader — On Site
Charles Schwab
Charles Schwab is looking for a Sr. Manager, Wealth Advisor to provide clients with exceptional advisory services. In this role, you will be part of a dedicated team focused on personal relationships and specialized service, using a range of investment products to meet client goals. The ideal candidate will have a CFP® or CFA® designation, a Bachelor’s degree, and significant advisory experience. You'll be empowered to support clients while growing your expertise in a collaborative team environment. #J-18808-Ljbffr Charles Schwab
Vacancy posted 2 days ago
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