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Senior Wealth Advisor & Client Strategy Leader
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-06-29
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Stamford, Connecticut to manage client relationships and deliver holistic financial planning. This role requires excellent communication and the ability to thrive in a relationship-driven environment.
Candidates must have a Bachelor's degree, CFP or CFA designation, and active FINRA licenses. In addition to salary, the position offers bonus opportunities and values in-office collaboration.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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