Senior Wealth Advisor Manager Drive Client Impact
Charles Schwab
Charles Schwab in Irvine is seeking a Sr. Manager, Wealth Advisor to join the Schwab Wealth Advisory team. In this role, you'll deliver personalized service and ongoing investment advice to clients while working as a fiduciary. You will mentor junior team members and utilize a broad range of financial products to help clients manage complex portfolios. The ideal candidate has at least five years of advisory experience, holds a CFP or CFA designation, and is committed to a high-quality client experience. This position includes comprehensive benefits and a supportive culture that fosters personal and professional success. #J-18808-Ljbffr
Vacancy posted 1 day ago
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