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Senior Wealth Advisory Manager - Client‑Focused, Fiduciary

Charles Schwab

Charles Schwab in Charlotte, NC, seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as a fiduciary delivering personalized advice and planning for clients with complex portfolios, leveraging a broad range of investment solutions. The role emphasizes client relationships, mentorship of junior team members, on-site collaboration, and growth within a premier advisory platform that supports CFP/CFA credentials and active FINRA licenses. #J-18808-Ljbffr Charles Schwab

Vacancy posted 4 days ago
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