Charles Schwab
Senior Wealth Advisory Manager — Client Impact & Growth
Charles Schwab, Irvine, California, United States, 92713
A premier financial services firm in Irvine, California seeks a Sr. Manager, Wealth Advisor to join its advisory team. In this role, you will provide tailored investment advice to clients while working as a fiduciary. Key qualifications include a CFP® or CFA® designation, active FINRA Series 7 and 66 licenses, and five years of advisory experience. This position offers competitive compensation, including bonuses and comprehensive benefits aimed at supporting personal and professional development.
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