Senior Wealth Advisor Lead - Holistic Planning & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management
Charles Schwab Corporation in Jersey City is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s disciplined investing approach.
Ideal candidates thrive in a relationship-driven environment, communicate with clarity and empathy, and take ownership of client outcomes. The role emphasizes in-office collaboration and requires CFP/CFA designations and FINRA licenses.
The Senior Wealth Advisor Lead - Holistic Planning & Growth position in the Finance, Sales field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Jersey City, NJ, United States.
This opportunity is part of our work in Finance, Sales.
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