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Senior Wealth Advisor & Client Strategy Lead

Charles Schwab

Charles Schwab in Charlotte, North Carolina, is seeking a Sr. Manager, Wealth Advisor to manage client relationships and provide tailored investment guidance. The role emphasizes relationship management and holistic financial planning while collaborating with an advisory team. The ideal candidate possesses strong client experience, time management skills, and a proven ability in financial planning. This position offers opportunities for bonuses and incentives as well as a robust benefits package. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
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