Charles Schwab seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Boston. You will provide fiduciary, fee-based advisory services, crafting and implementing complex client portfolios with a broad range of products.
The role emphasizes in-person collaboration and mentoring junior team members in a premier wealth management environment. Required credentials include CFP or CFA designation, a Bachelor's degree, FINRA Series 7 and 66 licenses, and 5+ years of advisory
#J-18808-LjbffrSenior Wealth Advisor Manager — On-Site, Client Impact in boston at Unknown Company
This position is listed as full time and onsite.