Senior Regional Manager, Schwab Wealth Advisory

4 weeks ago


Bedford, Texas, United States Charles Schwab Full time

Job Summary
As a Senior Regional Manager at Charles Schwab, you will lead a team of Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to grow and support the client base. We value integrity, open communication, strong market knowledge, and a passion for client service.

Key Responsibilities
• Motivate and inspire your team by providing support and championing the collaborative Schwab culture.
• Build and foster relationships with internal partners, including Branch Managers, Regional Branch Executives, and Directors within the Investor Advice Solutions division.
• Develop others by sharing extensive financial services experience with your team of CFP or CFA investment professionals.
• Establish strategies and design plans to ensure that asset and service targets are met.
• Manage performance by monitoring client interactions and coaching to improve service and advice quality.

Requirements
• 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 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.



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