Senior Wealth Advisor & Team Mentor
Charles Schwab
Charles Schwab in Tampa seeks a Senior Manager, Wealth Advisor to join Schwab Wealth Advisory (SWA). You will act as a fiduciary, offering comprehensive investment guidance across stocks, bonds, ETFs, mutual funds, and separately managed accounts, while leading a dedicated SWA team to deliver an exceptional client experience. The role requires CFP or CFA designation, FINRA Series 7 and 66 licenses, a Bachelor's degree, and 5+ years of advisory experience with creating and customizing financial #J-18808-Ljbffr Charles Schwab
Vacancy posted 4 days ago
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