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Senior Wealth Advisor Leader — Client Portfolios & Mentorship

Charles Schwab

Charles Schwab in Orlando is seeking a Sr. Manager, Wealth Advisor. You’ll lead a team providing personalized investment advisory solutions, mentoring junior members while fostering impactful client relationships. The ideal candidate possesses a CFP® or CFA® designation, a Bachelor's degree, and FINRA Series 7 and 66 licenses. Enjoy a competitive benefits package and a hybrid work environment that prioritizes meaningful work and trust. #J-18808-Ljbffr Charles Schwab

Vacancy posted more than 2 months ago

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