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Senior Wealth Advisor Manager Drive Client Impact

Charles Schwab

Charles Schwab in Phoenix, Arizona, is seeking a Sr. Manager, Wealth Advisor to join their Wealth Advisory team. This role empowers you to make an impact by providing personalized investment advice, managing complex client portfolios, and mentoring junior team members. You'll work with a collaborative team dedicated to delivering an exceptional client experience, while using a range of investment products to help clients achieve their financial goals. A Bachelor's degree, CFP® or CFA®, along with FINRA licenses are required. #J-18808-Ljbffr

Vacancy posted 1 day ago
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