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Wealth Management Financial Consultant Financial Advisor Financial Services

Senior Wealth Advisor & Client Strategy Lead

Job in Falls Church, Fairfax County, Virginia, 22042, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor to deliver specialized investment advisory solutions. In this role, you will provide personalized relationships and advice to clients, mentor junior team members, and help customize financial plans. The ideal candidate will have a Bachelor's degree, CFP® or CFA® designation, and five years of advisory experience. Join a collaborative team where you can grow your wealth management expertise and make a significant impact.
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Position Requirements
10+ Years work experience
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