Charles Schwab, Indianapolis, seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA). You’ll deliver fiduciary, non-discretionary advice across stocks, bonds, ETFs, mutual funds, and managed accounts, mentoring teammates and collaborating with partners.
Expect hands-on client relationships and a focus on complex portfolios. Required: CFP AE or CFA AE, Bachelor's degree, FINRA Series 7 and 66 licenses (or obtainable within 120 days), and 5+ years in advisory roles with financial
#J-18808-LjbffrSenior Wealth Advisory Manager - Fiduciary Growth in indianapolis at Unknown Company
This position is listed as full time and onsite.