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Lead Wealth Strategy Manager
2 months ago
The Investor Advice Solutions division encompasses various specialized services, including Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group.
About Schwab Wealth AdvisorySchwab Wealth Advisory offers a distinguished, fee-based, and non-discretionary investment advisory service. This solution is designed to provide clients with comprehensive financial guidance and tailored investment strategies.
Key Responsibilities- Deliver personalized wealth management solutions to clients.
- Collaborate with cross-functional teams to enhance client service and operational efficiency.
- Engage in ongoing financial planning and investment strategy development.
Ideal candidates will possess a strong background in wealth management, investment advisory, and client relationship management.
Why Join Us?At The Charles Schwab Corporation, we are committed to providing exceptional service and innovative solutions to our clients. Join our team to be part of a leading financial services firm dedicated to helping clients achieve their financial goals.
