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Wealth Management Financial Advisor

Senior Wealth Advisor Manager — Fiduciary Client Impact

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Charlotte, NC is seeking a Sr. Manager, Wealth Advisor to provide premium investment advisory services. This position emphasizes in-office collaboration and requires five or more years of advisory experience along with CFP® or CFA® designations. You will enhance client relationships by delivering tailored financial solutions and mentor junior team members. The firm offers competitive benefits including a 401(k) plan, paid parental leave, and health insurance among others.
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Position Requirements
10+ Years work experience
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