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Wealth Management

Senior Wealth Advisor & Team Leader

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Job Description & How to Apply Below
A leading financial services company is seeking a Senior Manager, Wealth Advisor to join its team in Los Angeles. This role focuses on providing tailored investment advisory solutions while managing complex portfolios. Candidates should possess a CFP® or CFA® designation, a Bachelor's degree, and at least five years of advisory experience. The position involves in-office collaboration, mentoring junior staff, and developing long-term client relationships, offering a comprehensive benefits package including bonuses and a competitive salary.
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Position Requirements
10+ Years work experience
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