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Senior Wealth Advisory Manager - Client Impact
Job in
Orlando, Orange County, Florida, 32885, 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 Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor in Orlando, Florida. This role involves delivering personalized investment advisory services, mentoring junior team members, and customizing financial plans for clients. Candidates must have a CFP® or CFA® designation and five or more years of advisory experience, along with the required FINRA licenses. The firm offers excellent benefits including a competitive salary, 401(k) plans, and comprehensive health insurance.
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Position Requirements
10+ Years
work experience
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