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Senior Wealth Advisor Manager — Fiduciary & Mentorship
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor, to provide exceptional fiduciary services and manage complex client portfolios. This role requires strong advisory experience, including CFP® or CFA® designation, and relevant licenses. The ideal candidate will mentor junior team members and deepen client relationships. Committed to employee development, the firm offers a supportive culture and comprehensive benefits, including a 401(k) match and paid parental leave.
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Position Requirements
10+ Years
work experience
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