Senior Regional Manager, Schwab Wealth Advisory
3 weeks 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. 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 workwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,consider acareer as aSenior Regional Manager. What 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. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP® designation or CFA® designation 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. #J-18808-Ljbffr
-
Senior Regional Manager, Schwab Wealth Advisory
2 weeks ago
JERSEY CITY, United States Charles Schwab Full timeSenior Regional Manager, Schwab Wealth Advisory at Charles Schwab summary: The Senior Regional Manager at Schwab Wealth Advisory leads and coaches a team of wealth advisors, ensuring high-quality client service and adherence to compliance standards. This role involves developing financial strategies, managing team performance, and fostering collaborative...
-
Senior Regional Manager, Schwab Wealth Advisory
2 weeks ago
JERSEY CITY, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor 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...
-
Senior Regional Manager, Schwab Wealth Advisory
2 weeks ago
jersey city, United States Charles Schwab Full timePosition Type: Regular 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...
-
Senior Regional Manager, Schwab Wealth Advisory
2 weeks ago
Jersey City, United States Charles Schwab Full timeOverview 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...
-
Jersey City, United States Charles Schwab Full timePosition Type: RegularAll candidates should make sure to read the following job description and information carefully before applying.Your opportunityInvestor 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...
-
JERSEY CITY, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor 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...
-
Jersey City, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor 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...
-
Jersey City, United States Charles Schwab Full timePosition Type: RegularYour opportunityApply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.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...
-
JERSEY CITY, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor 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...
-
Senior Regional Manager, Schwab Wealth Advisory
2 weeks ago
Jersey City, NJ, United States Charles Schwab Full timePosition Type: Regular Interested in this role You can find all the relevant information in the description below. 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...
