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Senior Wealth Advisory Manager - Fiduciary Client Impact
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-06-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation is looking for a Sr. Manager, Wealth Advisor to join its Wealth Advisory team in Orlando, Florida. This role involves creating personalized financial plans for clients and providing exceptional service as a fiduciary.
The ideal candidate will possess a CFP® or CFA® designation, a Bachelor’s degree, and have five or more years of advisory experience. This position not only offers a chance to make a significant impact in clients' lives but also provides opportunities for mentoring junior team members.
In addition to the competitive salary, candidates will be eligible for bonus or incentive opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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