Current jobs related to Senior Regional Manager, Schwab Wealth Advisory - ATLANTA - Charles Schwab

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    3 months ago

    Atlanta, United States Charles Schwab Full time

    Position 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 Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Wealth Management Consultant

    3 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and transform the finance industry collaboratively.As a Wealth Management Consultant Partner, you will be at the center of the action, serving as a trusted ally to...

  • Wealth Management Consultant

    4 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to influence your career path. Here, innovative thinking meets creative problem-solving, enabling us to challenge the conventional and reshape the finance sector collaboratively.As a Wealth Management Consultant Partner (WMCP), you play a pivotal role, serving as a trusted ally to our Senior Financial...

  • Wealth Management Consultant

    4 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to challenge conventional norms and reshape the finance sector collaboratively.As a Wealth Management Consultant Partner (WMCP), you will be at the forefront of operations, serving as a trusted ally...

  • Vice President of Financial Advisory Services

    3 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to shape your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and revolutionize the finance sector together.The branch team at Schwab is central to our commitment to assisting clients in taking control of their financial futures. In this dynamic...

  • Vice President of Financial Advisory Services

    4 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to shape your career path. Here, innovative thinking meets creative problem-solving, enabling us to challenge conventional practices and revolutionize the finance sector together.The branch team at Schwab is central to our commitment to assist clients in achieving their financial aspirations. In this...

  • Vice President of Financial Advisory Services

    3 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to shape your career path. Here, innovative thinking meets creative problem-solving, enabling us to challenge the norm and revolutionize the finance sector together.The branch team at Schwab is central to our commitment to assisting clients in taking charge of their financial futures. In this dynamic...

  • Wealth Advisory Consultant

    2 weeks ago

    Atlanta, Georgia, United States Truist Full time

    About the Role:The Wealth Advisory Consultant is a key member of the Truist Wealth team, responsible for supporting Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager.Key...

  • VP, Financial Consultant- Atlanta

    1 week ago

    Atlanta, United States Charles Schwab Full time

    Position 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- Atlanta

    6 days ago

    Atlanta, United States Charles Schwab Full time

    Position Type:RegularYour opportunityAt 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- Atlanta

    1 week ago

    Atlanta, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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...

  • Senior Wealth Advisor

    3 weeks ago

    Atlanta, Georgia, United States Independent Resourcing Consultancy Ltd Full time

    Position: Senior Wealth AdvisorLocation: Atlanta, USAEmployment Type: Full-Time About the Role:Independent Resourcing Consultancy Ltd is seeking a seasoned and driven Senior Wealth Advisor to enhance their esteemed financial services team in Atlanta, USA. This role is crucial in delivering customized financial guidance and wealth management strategies to...

  • Financial Consultant Partner

    2 days ago

    Atlanta, Georgia, United States Charles Schwab Full time

    {"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you\u2019re empowered to make a meaningful impact on your career. Our innovative and supportive culture combines creative problem-solving with a passion for transforming the finance industry. As a Financial Consultant Partner, you\u2019ll be at the heart of the action, acting as a trusted...

  • Senior Manager, Wealth Management Operations

    3 weeks ago

    Atlanta, Georgia, United States DBS Bank Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Manager, Wealth Management Operations to join our team at DBS Bank. As a key member of our Group Technology and Operations (T&O) team, you will be responsible for managing the Corporate Actions processing team under Hong Kong Wealth Management Operations (WMO) to ensure timely and accurate...

  • Senior Wealth Management Consultant

    3 weeks ago

    Atlanta, United States Enaar Group Full time

    Position OverviewTransform Financial Landscapes: Senior Wealth Management ConsultantAre you adept at cultivating enduring client relationships and designing tailored financial solutions?As a seasoned financial strategist, do you possess a fervor for guiding individuals towards their financial aspirations?We are on the lookout for exceptional talent to...

  • Senior Audit Advisory Manager

    4 weeks ago

    Atlanta, Georgia, United States Jobot Full time

    Senior Audit Advisory Manager (Remote Opportunity)About Us:We are a progressive CPA firm dedicated to enhancing our tax services, leveraging nearly two decades of industry expertise. As a boutique firm, we offer customized financial guidance to a diverse clientele, including businesses, executives, investors, and families, both locally and globally. Our...

  • Senior Audit Advisory Manager

    4 weeks ago

    Atlanta, Georgia, United States Jobot Full time

    Senior Audit Advisory Manager (Fully Remote) with Expanding FirmThis position is hosted by Jobot.About Us:We are a rapidly growing CPA firm dedicated to enhancing our tax services, leveraging nearly two decades of industry expertise. As a boutique firm, we offer customized financial guidance to businesses, executives, investors, and families at various...

  • Wealth Management Advisor

    4 weeks ago

    Atlanta, Georgia, United States Northwestern Mutual Full time

    Company Overview Northwestern Mutual has been dedicated to assisting families and enterprises in achieving financial stability for over 160 years. With a robust portfolio exceeding $265.0 billion in assets and annual revenues of $28.1 billion, we provide financial assurance to millions through a diverse array of insurance and investment solutions. Our...

  • Senior Audit Advisory Manager

    4 weeks ago

    Atlanta, Georgia, United States Jobot Full time

    Senior Audit Advisory Manager (Fully Remote) with a Growing FirmAbout Us:We are a dynamic CPA firm dedicated to enhancing our tax services, leveraging nearly two decades of industry expertise. As a boutique firm, we offer customized financial guidance to businesses, executives, investors, and families at various levels. Our service offerings include tax and...

  • Audit Senior Manager

    2 months ago

    Atlanta, United States Cherry Bekaert Advisory, LLC Full time

    Job DescriptionJob DescriptionCherry Bekaert is proud to have over 75 years of experience in Accounting and Advisory services. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we’d like to hear from you. Lets grow your career as an Audit Senior...

Senior Regional Manager, Schwab Wealth Advisory

3 months ago

ATLANTA, United States Charles Schwab Full time
Position 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 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 have

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.


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 experiencestrongly 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 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