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Financial Manager CFO

Senior Financial Planning Team Lead, Centralized Group

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Manager, CFO
  • Management
    Financial Manager, CFO
Job Description & How to Apply Below
A leading financial services firm in Ohio seeks a leader for its Financial Planning Group. The successful candidate will inspire a team of CFP® professionals to deliver tailored financial solutions and build collaborative relationships within the organization. Qualifications include a relevant Bachelor's degree, active FINRA licenses, and proven leadership experience. The company offers a competitive benefits package including a 401(k) match, paid time off, and health insurance, supporting both personal and professional growth.
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Position Requirements
10+ Years work experience
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