Senior Wealth Advisor Manager — Lead Client Portfolios
Charles Schwab
Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial planning for complex portfolios. The role requires on-site collaboration in Bellevue, WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using a wide range of products. A CFP or CFA, FINRA licenses, and 5+ years of advisory experience are required. #J-18808-Ljbffr Charles Schwab
Vacancy posted 5 days ago
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