Senior Regional Manager

2 weeks ago


Doctor Phillips, Florida, United States Charles Schwab Full time
About the Role

We are seeking a seasoned Senior Regional Manager to join our Investor Advice Solutions team at Charles Schwab. As a key leader, 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.

Key Responsibilities
  • Coach and counsel a team of Wealth Advisors and Associate Wealth Advisors
  • Build and foster relationships with internal partners and clients
  • Develop and implement strategies to ensure asset and service targets are met
  • Monitor client interactions and coach to improve service and advice quality
Requirements
  • CFP designation, CFA designation, or a Master's Degree in Personal Financial Planning required
  • Bachelor's Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required
  • Five plus years' experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred
What We Offer

At Charles Schwab, we are 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.

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


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