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Senior Wealth Advisor Manager - Fiduciary & Mentorship
Job in
San Francisco, San Francisco County, California, 94199, 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 company in San Francisco is seeking a Sr. Manager, Wealth Advisor. The role involves fostering client relationships and providing specialized financial advice. Candidates should possess a Bachelor’s degree, CFP® or CFA® designation, and Series 7 and 66 licenses. With over five years of advisory experience, you will mentor junior team members and work as a fiduciary to enhance clients' financial portfolios.
Great benefits and a commitment to employee development are offered.
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Position Requirements
10+ Years
work experience
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