Charles Schwab
Senior Wealth Advisor Manager - Fiduciary Growth & Mentorship
Charles Schwab, San Francisco, California, United States, 94199
A leading financial services company in San Francisco is seeking a Sr. Manager, Wealth Advisor. The role involves fostering client relationships and providing specialized financial advice. Candidates should possess a Bachelor’s degree, CFP® or CFA® designation, and Series 7 and 66 licenses. With over five years of advisory experience, you will mentor junior team members and work as a fiduciary to enhance clients' financial portfolios. Great benefits and a commitment to employee development are offered.
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