Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will deliver fiduciary wealth advisory services, develop customized financial plans, and mentor junior team members while collaborating with partners to provide exceptional client experiences.
You will hold CFP or CFA designation, maintain FINRA Series 7 and 66 licenses, and bring 5+ years of advisory experience to serve clients with comprehensive portfolios and solutions.
#J-18808-LjbffrSenior Wealth Advisor Manager - Client-Focused & Impactful in indianapolis at Unknown Company
This position is listed as full time and onsite.