Senior Wealth Advisory Lead - Client Impact & Growth
Charles Schwab Careers
Charles Schwab Careers is seeking a Sr. Manager, Wealth Advisor to enhance client relationships and deliver personalized investment guidance. The ideal candidate will thrive in a collaborative environment, managing high-complexity scenarios and fostering client trust and retention. This role requires advanced client experience, strong financial planning skills, and a bachelor's degree along with CFP® or CFA® designation. The position supports a hybrid work model, ensuring both flexibility and productivity. #J-18808-Ljbffr Charles Schwab Careers
Vacancy posted 1 day ago
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