Schwab invites aSenior Manager, Wealth Advisor to lead client relationships with sophisticated planning and tailored investment guidance. You will collaborate with an advisory team to support complex decisions and drive long-term client outcomes.
Ideal candidates hold CFP/CFA designations with a Bachelor’s degree and FINRA licenses, and thrive in a high-trust, in-office, relationship-driven environment.
#J-18808-LjbffrSenior Wealth Advisor Manager — Hybrid & Client Impact in westlake at Unknown Company
This position is listed as full time and onsite.