Senior Wealth Advisor & Client-Centric Leader
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-07-05
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab Corporation is looking for a Sr. Manager, Wealth Advisor in Tampa, Florida. This role emphasizes strong client relationship management and delivering personalized financial planning. Ideal candidates will show expertise in financial concepts and possess either a CFP® or CFA® designation.
In this position, the chosen candidate will be working on-site to support clients' complex financial decisions. A Bachelor’s degree and the active FINRA Series 7 and 66 licenses are also required.
In addition to the salary, the position includes bonus or incentive opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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