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Senior Wealth Advisor Manager — On-Site
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor in Boston, MA. This role involves delivering high-quality client relationships while managing complex investment portfolios. Candidates should possess a CFP® or CFA®, along with significant advisory experience. The position emphasizes collaboration and mentorship within a dynamic team environment. Competitive salary and benefits are offered, making it an excellent opportunity for growth.
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Position Requirements
10+ Years
work experience
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