Senior Wealth Advisor – Fiduciary & Client
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-28
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A major financial services firm in Phoenix is seeking a Sr. Manager, Wealth Advisor to provide clients with specialized investment advisory services. The role demands strong expertise in financial planning and requires a CFP® or CFA® designation, along with a valid Series 7 and 66 license. Candidates with over five years of advisory experience will thrive in a collaborative environment that values mentorship and client relationships.
This position offers growth opportunities and a commitment to in-office collaboration.
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Position Requirements
10+ Years
work experience
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