Schwab
Stamford, Connecticut
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
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Apply to Sr. Manager, Wealth Advisor - Schwab Wealth Advisory at SchwabJob details
- Location
- Stamford, Connecticut
- Work type
- Onsite
- Compensation
- $168,000 - $228,000/yr
- Posted
- 3 weeks ago
- Apply on
- career-schwab.icims.com
About this role
Lead complex client relationships, develop holistic financial plans, and provide tailored investment guidance. CFP or CFA and active FINRA Series 7 and 66 licenses expected (may be obtained within 120 days); bachelor’s degree listed as an additional requirement.
What you'll do at Schwab:
- managing relationships
- developing plans
- providing guidance
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