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Job description
Charles Schwab seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Boston. You will provide fiduciary, fee-based advisory services, crafting and implementing complex client portfolios with a broad range of products.
The role emphasizes in-person collaboration and mentoring junior team members in a premier wealth management environment. Required credentials include CFP or CFA designation, a Bachelor's degree, FINRA Series 7 and 66 licenses, and 5+ years of advisory
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.