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Wealth Management

Senior Wealth Advisor Lead — On-Site, Fiduciary Guidance

Job in Jersey City, Hudson County, New Jersey, 07390, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Jersey City is seeking a Sr. Manager, Wealth Advisor. The role requires a CFP® or CFA® designation, a bachelor's degree, and a valid FINRA Series 7 and Series 66 license. Candidates should have over five years of advisory experience. Responsibilities include providing tailored advice, managing client portfolios, and mentoring junior staff. This position promotes on-site collaboration within the team, and opportunities for bonuses are available.
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Position Requirements
10+ Years work experience
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