Logo
Charles Schwab

Lead Wealth Advisor Manager — Hybrid, Fiduciary Role

Charles Schwab, Charlotte, North Carolina, United States, 28245

Save Job

A leading financial services firm based in Charlotte seeks a Senior Manager, Wealth Advisor to enhance client relationships and provide tailored financial solutions. The ideal candidate will have a CFP® or CFA® designation, along with significant advisory experience. This position offers the chance to mentor team members and work collaboratively in a hybrid environment. The firm promotes continuous growth and offers a competitive benefits package, including a 401(k) match and tuition reimbursement. #J-18808-Ljbffr