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Charles Schwab

Senior Wealth Advisor & Team Leader

Charles Schwab, Los Angeles, California, United States, 90079

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A leading financial services company is seeking a Senior Manager, Wealth Advisor to join its team in Los Angeles. This role focuses on providing tailored investment advisory solutions while managing complex portfolios. Candidates should possess a CFP® or CFA® designation, a Bachelor's degree, and at least five years of advisory experience. The position involves in-office collaboration, mentoring junior staff, and developing long-term client relationships, offering a comprehensive benefits package including bonuses and a competitive salary. #J-18808-Ljbffr