Senior Wealth Advisor & Team Mentor; Hybrid Onsite
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-02-16
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor in Westlake, Ohio. The role involves joining a dedicated wealth advisory team, mentoring junior members, and delivering exceptional client experiences. Candidates should possess a CFP® or CFA® designation, a bachelor’s degree, and have at least five years of advisory experience. The firm promotes both individual growth and a collaborative environment, offering a competitive benefits package, including a 401(k) plan, paid time off, and flexible work arrangements.
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Position Requirements
10+ Years
work experience
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