Current jobs related to Advisor Services Senior Manager - ORLANDO - Charles Schwab

  • Senior Technical Advisor

    1 week ago

    Orlando, Florida, United States Just Write Full time

    Job Title:Senior Technical AdvisorJob Summary:We are seeking a highly skilled and experienced Senior Technical Advisor to provide expert advice and guidance to our clients in a specific industry or field. As a Senior Technical Advisor, you will analyze current processes, identify areas for improvement, develop and implement strategies, and provide ongoing...

  • Senior Financial Advisor

    1 week ago

    Orlando, Florida, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team in the vibrant Orlando area.As a trusted partner to our clients, you will be responsible...

  • Insurance Advisor

    2 weeks ago

    Orlando, Florida, United States American Senior Benefits Full time

    About American Senior BenefitsWe're a leading insurance marketing group in the country, backed by integrity and a strong commitment to our clients. Our team is dedicated to providing exceptional service and support to our agents and clients in Orlando and Altamonte Springs.Job SummaryWe're seeking a highly motivated and customer-focused Insurance Advisor to...

  • Senior Care Advisor

    2 weeks ago

    Orlando, Florida, United States A Place For Mom Full time

    Job Title: Senior Care AdvisorAt A Place for Mom, we're dedicated to helping families find the best senior care solutions for their loved ones. As a Senior Care Advisor, you'll play a vital role in delivering exceptional customer experiences and providing expert guidance to families navigating the complexities of senior care.Key Responsibilities:Conduct...

  • Senior Benefits Advisor

    2 months ago

    Orlando, Florida, United States American Senior Benefits Full time

    Overview:About Us:American Senior Benefits is a leading hybrid sales organization, proudly representing over 220 top carriers in the insurance industry. As a trusted partner, we offer a unique opportunity for professionals to excel in insurance sales and make a meaningful impact on people's lives.Our Values:We prioritize our clients' needs and provide...

  • Service Advisor

    1 week ago

    Orlando, Florida, United States Asbury Automotive Group Full time

    About Asbury Automotive GroupCoggin is part of Asbury Automotive Group (NYSE: ABG), a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Clicklane and through our commitment to our team members, guests, and partners. Our...

  • Automotive Service Advisor

    2 weeks ago

    Orlando, Florida, United States Holler Classic Full time

    {"Job Title": "Service Advisor", "Job Summary": "We are seeking an experienced Service Advisor to join our team at Holler Classic. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and care for their vehicles. Key Responsibilities: * Greet customers, obtain customer and vehicle data * Determine nature...

  • Automotive Service Advisor

    2 weeks ago

    Orlando, Florida, United States Classic Honda Full time

    Job Title: Automotive Service AdvisorAt Classic Honda, we are seeking an experienced Automotive Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Provide expert advice to customers on vehicle maintenance and repairsDetermine the nature...

  • Service Advisor

    1 week ago

    Orlando, Florida, United States Asbury Automotive Group Full time

    We are seeking a skilled Service Advisor to join our team at Asbury Automotive Group. As a Service Advisor, you will be the face of our dealership for service customers, responsible for presenting and selling needed products and services in a professional manner.Key responsibilities include:Advising customers on the care and value of maintaining their...

  • Automotive Service Advisor

    1 month ago

    Orlando, Florida, United States Classic Honda Full time

    Job SummaryWe are seeking an experienced Service Advisor to join our team at Classic Honda. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support for their vehicles.Key ResponsibilitiesProvide expert advice to customers on vehicle maintenance and repairsDetermine the nature of customer...

  • Automotive Service Advisor

    2 weeks ago

    Orlando, Florida, United States Holler Classic Full time

    Job Title: Automotive Service AdvisorWe are seeking an experienced Automotive Service Advisor to join our team at Holler Classic Family Collection of Dealerships. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support for their vehicles.Key Responsibilities:Greet customers and obtain necessary...

  • Senior Military Operations Advisor

    1 week ago

    Orlando, Florida, United States Thompson Gray Full time

    Job SummaryThompson Gray is seeking a seasoned Model & Simulation Military Advisor to provide expert guidance and support to the modeling and simulation efforts within the organization. This position involves advising on military operational requirements, ensuring the effective integration of modeling and simulation technologies into training and operational...

  • Senior Private Wealth Manager

    2 weeks ago

    Orlando, Florida, United States Avior Executive Search, Inc Full time

    Senior Private Banker OpportunityAvior Executive Search, Inc is seeking a seasoned Senior Private Banker to join our client's team. As a key member of the Private Banking department, you will be responsible for managing and developing high-net-worth relationships, providing integrated financial services, and driving business growth.Key...

  • Senior Regional Manager, Schwab Wealth Advisory

    4 weeks ago

    Orlando, Florida, United States Charles Schwab Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Regional Manager to join our Schwab Wealth Advisory team. As a Senior Regional Manager, you will be responsible for coaching and counseling a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to grow and support the client base they serve.Key...

  • Automotive Service Advisor

    4 weeks ago

    Orlando, Florida, United States Classic Honda Full time

    Job SummaryWe are seeking an experienced Service Advisor to join our team at Classic Honda. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support for their vehicles.Key ResponsibilitiesProvide expert advice to customers on vehicle maintenance and repair needsCommunicate effectively with...

  • Service Advisor

    1 week ago

    Orlando, Florida, United States GREENWAY AUTOMOTIVE Full time

    Service Advisor OpportunityAt GREENWAY AUTOMOTIVE, we're seeking a skilled Service Advisor to join our team. As a Service Advisor, you'll play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Interpret customer needs and arrange for appropriate serviceServe as the primary point of contact for all...

  • Automotive Service Advisor

    2 weeks ago

    Orlando, Florida, United States Orlando Automotive LLC, Fountain Automotive LLC Full time

    Job OpportunityWe are seeking a highly motivated and experienced Service Advisor to join our team at Orlando Automotive LLC, Fountain Automotive LLC. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Provide exceptional customer service and supportWork closely with our...

  • Senior Regional Manager, Schwab Wealth Advisory

    7 days ago

    Orlando, Florida, United States The Charles Schwab Corporation Full time

    Job SummaryAs a Senior Regional Manager with The Charles Schwab Corporation, you will lead a team of Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to grow and support the client base. You will coach and counsel your team to provide exceptional client service and advice, built on Schwab's approach to investing.Key...

  • Career Services Advisor

    4 weeks ago

    Orlando, Florida, United States Florida Institute Of Recording Sound & Technology Full time

    About the RoleWe are seeking a highly motivated and results-driven Career Services Advisor to join our team at F.I.R.S.T. Institute in Orlando, FL. As a Career Services Advisor, you will play a critical role in supporting and motivating students/graduates in preparation for employment in the industry for which they have trained.Key ResponsibilitiesCoach,...

  • Senior Regional Manager, Schwab Wealth Advisory

    1 week ago

    Orlando, Florida, United States Charles Schwab Full time

    Lead a Team of Financial AdvisorsAs a Senior Regional Manager, you will oversee a team of 10-12 Wealth Advisors and Associate Wealth Advisors, providing guidance and support to help them grow and support their client base.We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is...

Advisor Services Senior Manager

3 months ago

ORLANDO, United States Charles Schwab Full time
Position Type: RegularYour opportunity

Charles Schwab Advisor Services is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

 

What you'll do:

  • Leading a team of 10-15 representatives
  • Develop direct relationships with peer-level leaders at your assigned advisor firms.
  • Provide escalation assistance directly to the leaders at your assigned RIA firms when complex needs arise.
  • Have a strong brand with internal business partners, including AS Sales, AS Workflow Solutions, and Operational Services to monitor and resolve the needs, concerns and opportunities for your assigned relationships.
  • Manage positive change in digital adoption, NIGO reduction and operational practices for your relationships.. and have a plan for the team to communicate policy changes to them.
  • Provide leadership to tenured service professionals, helping them stay engaged in our business plan and guide their career development
  • Work directly with some of the largest most influential RIAs in the industry
  • Assessing and resolving escalated client issues at a moment’s notice, helping them navigate Schwab products and services
  • Providing creative ideas and solutions that will benefit the business and set the strategic direction of the segments
  • Anticipating potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions
  • Working collaboratively with other managers and leadership in cross-departmental projects and initiatives
What you have
  • 3+ years of management experience in the brokerage industry with RIA facing experience
  • FINRA Series 7, 63 required
  • FINRA Series 9/10 or 24 licenses required 
  • Bachelor’s degree preferred, Associates Degree or equivalent experience considered
  • Leadership training or project management experience preferred
  • Demonstrable ability to take ownership of impactful client relationships, provide excellent client service, and resolve problems under your own initiative.
  • Existing positive working relationships with internal Schwab departments.
  • Demonstrated experience mentoring and coaching peers and/or employees to achieve and exceed performance standards
  • Superior interpersonal, verbal, and written communication
  • Proven ability to embrace change and innovation
  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines

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 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 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