Charles Schwab
Senior Wealth Advisor Manager — On-Site & Growth
Charles Schwab, New York, New York, us, 10261
A leading financial services firm in New York is seeking a Sr. Manager, Wealth Advisor to provide personalized advisory services within a dedicated team. This role requires strong advisory experience, CFP® or CFA® designation, and active FINRA licenses. Candidates will play a critical role in shaping client investment strategies, mentoring junior team members, and enhancing client relationships. The firm offers a comprehensive benefits package, emphasizing collaboration and professional growth, with a competitive salary and bonus potential.
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