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Job Description
Join Charles Schwab as a Senior Regional Manager, leading a team of Wealth Advisors to enhance client relationships and drive business growth. Embrace a collaborative culture that values integrity, communication, and client service while developing your team and achieving strategic goals.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors
Inspire team by providing support and championing a collaborative culture
Build and foster relationships with internal partners and clients
Establish strategies to meet asset and service targets
Monitor client interactions and coach to improve service quality
Required Qualifications
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
Active and valid FINRA 9/10 required
Five plus years’ experience in the financial services industry
Preferred Qualifications
Minimum of 2 years supervisory experience strongly preferred
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance