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Senior Wealth Advisor Manager - Fiduciary Planning
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-06-28
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. The role requires demonstrated ability in client experience and financial planning, emphasizing in-office collaboration.
Ideal candidates will have a CFP® or CFA® designation, a Bachelor's degree, and active FINRA licenses. This position also offers bonus or incentive opportunities, making it a compelling career choice for those looking to impact client outcomes directly.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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