Schwab
Edina, Minnesota

Senior Manager, Wealth Advisor - Schwab Wealth Advisory

Onsite$154,000 - $209,000/yrPosted 3 weeks ago

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Job details

Location
Edina, Minnesota
Work type
Onsite
Compensation
$154,000 - $209,000/yr
Posted
3 weeks ago
Apply on
career-schwab.icims.com

About this role

Proven experience leading complex client relationships, developing holistic financial plans, strong time management, coachability, sound judgment; CFP® or CFA® and active FINRA Series 7 and Series 66 (or ability to obtain within 120 days); bachelor’s degree required.

What you'll do at Schwab:

  • managing relationships
  • delivering planning
  • providing guidance

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About Schwab

Schwab
Edina, Minnesota