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Senior Wealth Advisory Manager — Client Impact
Job in
Phoenix, Maricopa County, Arizona, 85003, 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 Phoenix, Arizona is seeking a Sr. Manager, Wealth Advisor to join their Wealth Advisory team. This role focuses on creating customized financial plans for clients while mentoring junior team members. Candidates should have at least five years of advisory experience, hold a Bachelor's degree, and possess FINRA Series 7 and 66 licenses. The company offers a supportive work culture, competitive compensation, and various employee benefits including 401(k) matching and tuition reimbursement.
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Position Requirements
10+ Years
work experience
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