Senior Regional Manager, Schwab Wealth Advisory

3 weeks ago

Pine Castle, Florida, United States Charles Schwab Full time
Job Summary

We are seeking a highly experienced and skilled Senior Regional Manager to join our Schwab Wealth Advisory team. As a Senior Regional Manager, 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 they serve.

Key Responsibilities
  • Coach and counsel a team of Wealth Advisors and Associate Wealth Advisors to achieve business objectives and provide exceptional client service.
  • Build and foster relationships with internal partners, including Branch Managers, Regional Branch Executives, and Directors within the Investor Advice Solutions division.
  • Develop and implement strategies to ensure asset and service targets are met, and client interactions are monitored and coached to improve service and advice quality.
  • Manage performance and provide feedback to team members to ensure they are meeting business objectives and providing high-quality service to clients.
Requirements
  • 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 experience strongly preferred.
What We Offer

At Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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.

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 range of benefits, including 401(k) with company match, paid time off, tuition reimbursement, and more.

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