Senior Regional Manager, Schwab Wealth Advisory

4 months ago

Hinsdale, 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






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

  • Senior Care Specialist

    6 days ago

    Hinsdale, Illinois, United States Amada Senior Care NorthShore Full time

    Senior Care SpecialistWe are seeking a compassionate Senior Care Specialist to join our team at Amada Senior Care NorthShore. As a Senior Care Specialist, you will provide assistance to individuals in their daily living activities, ensuring their comfort and well-being.Responsibilities include:Assisting clients with personal care tasks such as bathing,...

  • Senior AI Solutions Architect

    2 weeks ago

    Hinsdale, Illinois, United States Ace Hardware Corporation Full time

    At Ace Hardware Corporation, we're seeking a highly skilled Senior AI Solutions Architect to join our team. As a key member of our organization, you'll play a vital role in overseeing the development and implementation of cutting-edge AI solutions using various tools and platforms.About the RoleYou will be responsible for defining and executing the AI...

  • Senior Financial Analyst

    2 weeks ago

    Hinsdale, Illinois, United States Ace Hardware Corporation Full time

    Company Overview">Ace Hardware Corporation is a leading retailer of hardware, home improvement, and gardening products. We are committed to providing our customers with the best possible shopping experience through our wide selection of products, competitive prices, and exceptional customer service.">Salary">The salary for this position is estimated to be...

  • Head of Risk Management

    1 week ago

    Hinsdale, United States The Chamberlain Group Inc Full time

    If you are a current Chamberlain Group employee, please click here to apply through your Workday account. This role is responsible for leading and developing the Risk Management strategy for Chamberlain Group and the Parent Company. The function protects the assets of the organization using a methodical approach of identification, implementation, management...

  • Full Time Teller

    6 days ago

    Hinsdale, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Area Manager, Chicago 3

    1 month ago

    Hinsdale, United States Bluemercury Full time

    Job DescriptionAbout Bluemercury: With 178 locations across the country and growing, Bluemercury pioneered a client-first service model that emphasizes hyper-personalized, high-quality beauty interactions. The leading luxury beauty destination and Macy's, Inc. nameplate offers a highly curated and premium product assortment across a range of categories,...

  • RN [License Pending]

    4 weeks ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    Job DetailsJob Title: RN "License Pending"Department/Location: Patient Care Services. / Hinsdale, IL Shift: Shifts: DAYS 7:00 am - 7:30 pm OR NIGHTS 7:00 pm - 7:30 am; 12-hour shifts including weekends and HolidaysFull-time or Part-time (72 hours or 48hrs per pay period) + Benefit-eligibleFTE: 0.9 Req. Number: 1495****Sign-On Bonus --- $12,500****BenefitsRML...

  • Patient Care Tech

    4 weeks ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    Job DetailsJob Title: Patient Care Tech Department/Location: Nursing D Wing / Hinsdale, ILShift: NIGHTS 7:00 pm - 7:30 am, including rotating weekends and Holiday Full-time (72 hours per pay period) + Benefit-eligibleFTE: 0.9Req. Number: 1499****$3,000 Sign-On Bonus!****BenefitsRML offers competitive compensation and excellent benefits package. Employees can...

  • Patient Care Tech

    5 hours ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    Job DetailsJob Title: Patient Care Tech Department/Location: Nursing D Wing / Hinsdale, ILShift: NIGHTS 7:00 pm - 7:30 am, including rotating weekends and Holiday Full-time (72 hours per pay period) + Benefit-eligibleFTE: 0.9Req. Number: 1499****$3,000 Sign-On Bonus!****BenefitsRML offers competitive compensation and excellent benefits package. Employees can...

  • Caregiver / CNA / New CNA Grads (We Will Train) - AMITA Health Pediatric Specialties

    6 months ago

    Hinsdale, United States Ascension Full time

    Ascension has provided thousands of associates and caregivers a rewarding career in healthcare since 1902. We strive to expand access to high-quality, low-cost, person-centered care and services for all. At AMITA Health Pediatric Specialties, caregivers can find both a jumpstart to their careers and clinical education opportunities. If you are looking for a...

  • Sr. Network Adminstrator

    2 weeks ago

    Hinsdale, United States Saxon Global Full time

    GENERAL SUMMARY: The Enterprise Network Engineer is responsible for deployment and continued support of mission critical network infrastructure systems in the areas of Route/Switch, Security concepts, and Wireless technologies. Technologies utilized include: Cisco IOS, Cisco Prime, Cisco Catalyst, Cisco ISE, Firewalls, Cisco Firepower, Palo Alto Firewall,...

  • Cath Lab Tech

    1 month ago

    Hinsdale, United States UChicago Medicine AdventHealth Hinsdale Full time

    *$15K 2 Year Sign-On Bonus**All the benefits and perks you need for you and your family:** Benefits from Day One for FT/PT positions* Paid Days Off from Day One for FT/PT positions* Student Loan Repayment Program for FT/PT positions* Career Development* Whole Person Wellbeing Resources* Mental Health Resources and Support* Debt-free Education (Certifications...

  • Vice President of Marketing

    1 week ago

    Hinsdale, United States JVM Realty Full time

    JVM is seeking a highly experienced and motivated Vice President of Marketing to oversee the marketing operations of our company. The successful candidate will be responsible for developing and executing comprehensive marketing strategies to achieve revenue growth targets, enhance brand recognition, and increase occupancy rates across our portfolio of...

  • Vice President of Marketing

    1 week ago

    Hinsdale, United States JVM Realty Full time

    JVM is seeking a highly experienced and motivated Vice President of Marketing to oversee the marketing operations of our company. The successful candidate will be responsible for developing and executing comprehensive marketing strategies to achieve revenue growth targets, enhance brand recognition, and increase occupancy rates across our portfolio of...

  • Respiratory Therapist

    2 months ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    Job Details Job Title: Respiratory Therapist Department/Location: Respiratory/ Hinsdale, IL Shifts: Nights 7:00 pm - 7:30 am Part-time 48 hours per pay period + benefit eligible FTE: 0.6 Req. Number: 1261 Sign-on Bonus $5,000Benefits RML offers competitive compensation and excellent benefits package. Employees can choose from a large selection of benefits...

  • RN [License Pending]

    3 months ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    ****Sign-On Bonus --- $12,500****Job DetailsJob Title: RN "License Pending"Department/Location: Nursing Wing "B-1, B-2 or D"/ Hinsdale, IL Shifts: Days. 7:00 am - 7:00 pm OR Nights. 7:00 pm - 7:00 am Full-time (72 hours per pay period) + benefit eligibleFTE: 0.9 Req. Number: 1494BenefitsRML offers competitive compensation and excellent benefits package....

  • RN [License Pending]

    3 months ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    ****Sign-On Bonus --- $12,500****Job DetailsJob Title: RN "License Pending"Department/Location: Nursing 4th Fl. / Chicago, IL Shifts: Days. 7:00 am - 7:00 pm OR Nights. 7:00 pm - 7:00 am Full-time (72 hours per pay period) + benefit eligibleFTE: 0.9 Req. Number: 1495BenefitsRML offers competitive compensation and excellent benefits package. Employees can...

  • RN [License Pending]

    4 hours ago

    Hinsdale, United States RML HEALTH PROVIDERS Full time

    ****Sign-On Bonus --- $12,500****Job DetailsJob Title: RN "License Pending"Department/Location: Nursing Wing "B-1, B-2 or D"/ Hinsdale, IL Shifts: Days. 7:00 am - 7:00 pm OR Nights. 7:00 pm - 7:00 am Full-time (72 hours per pay period) + benefit eligibleFTE: 0.9 Req. Number: 1494BenefitsRML offers competitive compensation and excellent benefits package....

  • Director-Consumer Access

    5 days ago

    Hinsdale, United States AdventHealth Full time

    All the benefits and perks you need for you and your family: · Benefits from Day One for FT/PT positions · Paid Time Off from Day One for FT/PT positions · Paid Parental Leave for FT/PT positions · Student Loan Repayment Program for FT/PT positions · Career Development · Whole Person Wellbeing Resources · Mental Health Resources and Support ·...

  • Retail Sales Representative

    2 weeks ago

    Hinsdale, United States The Market Social Full time

    Our client, a leader in Sales, Customer Service, and Business Development for top nationwide brands, is seeking a dynamic and people-oriented Seasonal Sales Associate. This entry-level role is perfect for someone who thrives in a collaborative environment, enjoys helping others, and is eager to gain professional experience this season. Are you looking for a...