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Senior Wealth Advisor — Holistic Planning Leader

Charles Schwab

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client outcomes through effective management of ongoing relationships, providing tailored investment advice, and collaborating with a skilled advisory team. The ideal candidate will have a strong background in client relationship management, financial planning, and hold necessary certifications such as CFP or CFA. The role offers the chance to work on-site, ensuring an engaging and collaborative work environment. #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 2 days ago
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