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Wealth Management Coaching

3 weeks ago

Westlake, OH, United States Charles Schwab Full time

Your opportunity

Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network's client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus:

  • Improving efficiency and the effectiveness

  • Enhancing client interactions and engagement skills

  • Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly

  • Showcasing appropriate wealth management strategies and solutions for various client scenarios

  • Promoting a consistent adoption of Schwab's practice management standards

What you have:

WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.

  • Comprehensive understanding of Wealth Management and effective client engagement skills

  • Must have the ability to formulate and teach efficient client engagement/sales process

  • Deep knowledge of brokerage, advised, and banking product/services

  • Extensive knowledge of Financial Planning

  • Exceptional customer focus, including ability to think in terms of customer experience/perspective

  • Strong competency and demonstrated passion for coaching and employee development

  • Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage

  • Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk

  • Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment

  • Ability to inspire organization change/growth

  • Strong organizational, collaboration, and partnership skills

  • Excellent verbal and communication skills

  • High degree of flexibility and comfort managing competing priorities

  • Superior skills with MS Excel and PPT

What you have

Additional requirements for role:

  • BA/BS required, MBA a plus

  • FINRA Series 7 and 66 required

  • Industry certifications (CIMA/CFP/CFA/CWS) preferred

  • Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience

  • Typical travel is about 50% of the time for supervision and meetings

  • Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity.

This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers the Greater Metro (NJ, NY, PA, MI)

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.