Senior Regional Manager, Schwab Wealth Advisory
3 weeks ago
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: * CFP® designation, CFA® designation, or a Master's Degree in Personal Financial Planning required (may consider 24 month condition of employment)
* Bachelor's Degree required
* Active and valid FINRA Series 7 license required
* Active and valid FINRA 66 license required (may consider a 120-day COE)
* Active and valid FINRA 9/10 required (may consider a 120-day COE)
* Five plus years' experience in the financial services industry
* Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: * 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance
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