Senior Wealth Advisor & Client Strategy Lead

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team to support clients through complex financial decisions.

A successful candidate will demonstrate client experience, time management skills, and financial planning expertise. The role comes with a competitive benefits package and a commitment to workplace flexibility.