Charles Schwab
Campbell, California
Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
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Apply to Sr. Manager, Wealth Advisor – Schwab Wealth Advisory at Charles SchwabJob details
- Location
- Campbell, California
- Work type
- Onsite
- Compensation
- $168,000 - $228,000/yr
- Posted
- 3 weeks ago
- Apply on
- career-schwab.icims.com
About this role
Manage complex client relationships, deliver holistic financial plans and tailored investment guidance; strong time management, judgment, and coaching skills. CFP or CFA, Bachelor’s degree, Series 7 and 66 (may be obtained within 120 days).
What you'll do at Charles Schwab:
- managing relationships
- developing plans
- providing guidance
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