Current jobs related to Senior Regional Manager, Schwab Wealth Advisory - union city - Charles Schwab
-
Senior Regional Manager, Schwab Wealth Advisory
4 weeks ago
New City, United States Charles Schwab Full timePosition Type: RegularYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
-
Union City, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Vice President of Wealth Advisory
3 days ago
Kansas City, Missouri, United States Charles Schwab Full timeYour Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance sector collaboratively. The branch team at Schwab is central to our dedication to assisting clients in taking charge of their financial futures. In this dynamic...
-
Vice President of Wealth Advisory Services
1 week ago
Kansas City, Missouri, United States Charles Schwab Full timeYour Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance sector collaboratively. The branch team at Schwab is central to our dedication to assisting clients in taking charge of their financial futures. In this dynamic...
-
Vice President of Wealth Management
1 week ago
Kansas City, Missouri, United States Charles Schwab Full timeYour Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively. The branch team at Schwab is central to our firm's dedication to assisting clients in securing their financial...
-
Wealth Management Professional
12 hours ago
Oklahoma City, Oklahoma, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing clients. This role requires a strong understanding of financial markets and a passion for helping clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial...
-
Tax Senior Manager
3 weeks ago
Redwood City, United States Baker Tilly Advisory Group, LP Full timeOverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...
-
Senior Wealth Strategy Associate
1 week ago
Union, United States UBS Full timeUnited States - Ohio Client advisory / Relationship management, Finance, Financial Advisors, Sales, Strategy Global Wealth Management Job Reference 282911BR City Cincinnati Job Type Full Time Your role As a Senior Wealth Strategy Associate, youll work closely with clients, focusing on financial goals, risk assessment, investment analysis, and estate...
-
VP, Financial Consultant
1 month ago
Texas City, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
-
VP, Financial Consultant
4 days ago
Oklahoma City, United States Charles Schwab Full timeYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting...
-
Tax Senior Manager
3 weeks ago
Redwood City, California, United States Baker Tilly Advisory Group, LP Full timeOverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...
-
VP, Financial Consultant
2 months ago
New York City, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this...
-
Financial Wealth Consultant
3 days ago
Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timePosition OverviewThe Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with a sense of urgency. This role involves a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique circumstances and goals, the Wealth Advisor will lead a...
-
VP, Financial Consultant- New York, NY
3 months ago
New York City, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this...
-
VP, Financial Consultant
3 months ago
New York City, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures....
-
Senior Wealth Management Associate
1 week ago
Foster City, California, United States IEQ Capital Full timeAbout Us IEQ Capital is a Registered Investment Advisor dedicated to revolutionizing the wealth management landscape. Our mission is to merge Intellectual and Emotional Quotients, achieving outstanding investment outcomes rooted in a values-driven culture that emphasizes connection and collaboration with our clients. As an independent, predominantly...
-
Financial Wealth Consultant
3 days ago
Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timePosition OverviewThe Wealth Advisor is dedicated to providing exceptional service and prioritizing the needs of clients with a strong sense of urgency. This role emphasizes a comprehensive planning approach to help clients achieve their financial aspirations. Wealth Advisors begin by actively listening to and understanding the distinct complexities and goals...
-
Financial Wealth Consultant
1 week ago
Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timePosition OverviewThe Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with urgency. This role emphasizes a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique situation, the Wealth Advisor will guide a team to exemplify...
-
Investment Consultant
6 days ago
New York City, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.Our branch network is part of the broader Investor Services organization and is primarily responsible for providing...
-
Client Relationship Specialist
3 months ago
New York City, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a...
![Charles Schwab](https://media.trabajo.org/img/noimg.jpg)
Senior Regional Manager, Schwab Wealth Advisory
2 months ago
Your opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you haveWhat you are good at-
Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. p>
- 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 experiencestrongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
- 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