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Senior Wealth Advisor Manager — Fiduciary & Mentorship
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Bellevue, WA is seeking a Sr. Manager, Wealth Advisor, to deliver exceptional client experiences and manage complex portfolios. This role requires strong advisory qualifications, including CFP® or CFA® designations, and active FINRA licenses. You will mentor junior team members, work collaboratively, and contribute to a supportive culture with comprehensive benefits. Join us for development and growth in your financial advisory career.
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Position Requirements
10+ Years
work experience
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