Senior Regional Manager, Schwab Wealth Advisory

4 weeks ago

Orlando, 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 Schwabs 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 Masters Degree in Personal Financial Planning required (may consider 24 month condition of employment) Bachelors 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. Whats in it for you At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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

  • Senior Regional Manager, Schwab Wealth Advisory

    2 months ago

    Orlando, 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...

  • Wealth Advisor, Schwab Wealth Advisory

    3 weeks ago

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

  • Wealth Advisor, Schwab Wealth Advisory

    3 weeks ago

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

  • Wealth Advisor, Schwab Wealth Advisory

    3 weeks ago

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

  • International Wealth Advisor, Schwab Wealth Advisory

    2 months ago

    Orlando, 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. As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining a premier,...

  • International Wealth Advisor, Schwab Wealth Advisory

    2 months ago

    Orlando, 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.As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining a premier, fee-based,...

  • Associate Wealth Advisor

    2 months ago

    Orlando, 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 Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...

  • International Wealth Advisor

    1 month ago

    Orlando, Florida, United States Charles Schwab Full time

    Transforming the Finance Industry TogetherAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative approach combines creative problem-solving with a passion for delivering exceptional client experiences.As a Wealth Advisor within Schwab Wealth Advisory's International Team, you will...

  • Vice President, Branch Manager

    4 days ago

    Orlando, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, youre 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. Charles Schwab Branch Managers have responsibility for increasing the branch offices revenues while expanding the client...

  • Vice President, Branch Manager

    6 days ago

    Orlando, 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. Charles Schwab Branch Managers have responsibility for increasing the branch office’s revenues while expanding...

  • VP, Senior Wealth Consultant

    6 days ago

    Orlando, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAs a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship.  The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex...

  • Senior Private Wealth Advisor

    4 weeks ago

    Orlando, United States TrovaSearch Full time

    The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals,...

  • Private Wealth Manager

    4 weeks ago

    Orlando, Florida, United States Avior Executive Search Full time

    **Job Title:** Senior Private BankerJob Summary:We are seeking a highly skilled Senior Private Banker to join our team at Avior Executive Search. This is a fantastic opportunity for an experienced professional to leverage their expertise in wealth management and build strong relationships with high net worth clients.Key Responsibilities:Develop and retain...

  • Sr. Wealth Strategist

    4 weeks ago

    Orlando, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth)...

  • Wealth Management Portfolio Manager

    5 months ago

    Orlando, United States United Community Bank Full time

    SUMMARY Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all...

  • Wealth Management Specialist

    1 month ago

    Orlando, Florida, United States Talently Recruiting Full time

    Job Title: Wealth AdvisorLocation: OrlandoSalary: $100K-$150K + bonus + benefits, HybridSkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout the OpportunityWe are an Independent RIA firm seeking a seasoned CFP professional for a client-facing relationship management role. Our firm serves the needs of high net worth and...

  • Sr. Wealth Planning Analyst

    3 months ago

    Orlando, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION : The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third’s discovery experience to prospects and clients with a...

  • Workflow Operations Associate

    4 weeks ago

    Orlando, United States Charles Schwab Full time

    Position Type: RegularYour opportunityScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.***This position will start on January, 13th, 2025*** At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving,...

  • Senior Analyst, Assurance

    4 weeks ago

    Orlando, United States NBCUniversal Full time

    Universal Orlando Resort believes in-person collaboration is key to our success. Many of our Team Members work in a hybrid capacity, contributing from the workplace a minimum of three days per week. There are also roles that require being on-site full time. Limited remote opportunities may be available within specific departments. You’ll learn more about...

  • Wealth Strategist

    4 weeks ago

    Orlando, United States United Community Bank Full time

    Job Title: Wealth Strategist Reports To: Managing Director, Sales, and Strategy Direct Reports: N/A Salary Grade: 13 SUMMARY Wealth Strategist is responsible for developing comprehensive wealth plans and providing advice and guidance on financial topics to high-net-worth (HNW) clients. This position will provide HNW clients with personalized advice and...