Senior Wealth Advisor & Client Strategy Lead
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Finance & Banking
Job Description & How to Apply Below
Schwab Wealth Advisory is seeking a Sr. Manager, Wealth Advisor to manage client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s fiduciary approach.
You’ll work with an experienced advisory team to support clients through complex decisions while focusing on long-term goals. This role requires CFP or CFA designation, a Bachelor’s degree, and active FINRA licenses, with in-office work at Tysons, VA.
We would love to welcome a new Senior Wealth Advisor & Client Strategy Lead to our group in Tysons, VA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor & Client Strategy Lead role in the description above.
We appreciate your interest in this position.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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