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Senior Wealth Advisor & Team Leader — On Site

  • Job type Posted on: Jun 24, 2026
  • Experience level Charles Schwab
  • Employment type Bellevue, Washington
  • Employment type Onsite
  • Salary Full-time

Job Title :

Senior Wealth Advisor & Team Leader — On Site

Job Type :

Full-time

Job Location :

Bellevue Washington United States

Remote :

No

Jobcon Logo Job Description :

Charles Schwab is looking for a Sr. Manager, Wealth Advisor to provide clients with exceptional advisory services. In this role, you will be part of a dedicated team focused on personal relationships and specialized service, using a range of investment products to meet client goals. The ideal candidate will have a CFP® or CFA® designation, a Bachelor’s degree, and significant advisory experience. You'll be empowered to support clients while growing your expertise in a collaborative team environment. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jun 24, 2026

Reference Number:

14660_549D23447766EAE74AD8FEC31D97970D

Employment:

Full-time

Salary:

Not Available

City:

Bellevue

Job Origin:

APPCAST_CPC

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Charles Schwab is looking for a Sr. Manager, Wealth Advisor to provide clients with exceptional advisory services. In this role, you will be part of a dedicated team focused on personal relationships and specialized service, using a range of investment products to meet client goals. The ideal candidate will have a CFP® or CFA® designation, a Bachelor’s degree, and significant advisory experience. You'll be empowered to support clients while growing your expertise in a collaborative team environment. #J-18808-Ljbffr

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