Senior Wealth Advisor Manager Drive Client Impact
Charles Schwab
Charles Schwab located in San Diego is seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. The role focuses on providing clients with personalized, fee-based investment advice while mentoring junior team members. The ideal candidate should possess a CFP® or CFA® designation, a Bachelor’s degree, and valid FINRA Series 7 and 66 licenses. The position offers financial planning responsibilities and collaboration within a supportive environment, enhancing clients’ financial goals through tailored solutions. #J-18808-Ljbffr
Vacancy posted 4 days ago
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