Charles Schwab
Senior Wealth Advisory Manager - Client Impact & Growth
Charles Schwab, Orlando, Florida, us, 32885
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor in Orlando, Florida. This role involves delivering personalized investment advisory services, mentoring junior team members, and customizing financial plans for clients. Candidates must have a CFP® or CFA® designation and five or more years of advisory experience, along with the required FINRA licenses. The firm offers excellent benefits including a competitive salary, 401(k) plans, and comprehensive health insurance.
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