Director, Wealth Advisory & Investment Strategy
Listed on 2026-10-10
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Finance & Banking
Wealth Management
Charles Schwab Corporation seeks a seasoned leader to direct a multi-disciplinary advisory group including fixed income and options consulting. The role combines strategic vision with hands-on leadership to deliver scalable client solutions and grow specialist capabilities.
The position requires more than ten years in financial services, with licenses (Series 7/66/24 or 9/10) and CFA/CFP designations, and a proven track record of managing senior professionals in wealth management.
We invite applications for the Director, Wealth Advisory & Investment Strategy position located in Westlake, TX, United States.
The following opening is for a Director, Wealth Advisory & Investment Strategy with Charles Schwab Corporation.
Our team is growing, and we are hiring a Director, Wealth Advisory & Investment Strategy in Westlake, TX, United States.
This opening is for the Director, Wealth Advisory & Investment Strategy role at Charles Schwab Corporation.
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