Senior Wealth Advisory Manager - Fiduciary Client Impact
Charles Schwab
Charles Schwab Corporation is looking for a Sr. Manager, Wealth Advisor to join its Wealth Advisory team in Orlando, Florida. This role involves creating personalized financial plans for clients and providing exceptional service as a fiduciary. The ideal candidate will possess a CFP® or CFA® designation, a Bachelor’s degree, and have five or more years of advisory experience. This position not only offers a chance to make a significant impact in clients' lives but also provides opportunities for mentoring junior team members. In addition to the competitive salary, candidates will be eligible for bonus or incentive opportunities. #J-18808-Ljbffr
Vacancy posted 15 hours ago
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Charles Schwab
Orlando, FL4 days ago
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