This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Charles Schwab as a Senior Regional Manager to lead a team of Wealth Advisors, inspiring and developing talent while fostering collaborative relationships. Drive client service excellence and strategic growth in a dynamic, supportive environment.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Inspire the team and champion the collaborative culture
Build and foster relationships with internal partners and clients
Establish strategies and design plans to meet asset and service targets
Monitor client interactions and coach to improve service and advice quality
Required Qualifications
CFP® designation, CFA® designation, or a Master’s Degree in Personal Financial Planning
Bachelor’s Degree
Active and valid FINRA Series 7 license
Active and valid FINRA 66 license
Active and valid FINRA 9/10
Five plus years’ experience in the financial services industry
Preferred Qualifications
Minimum of 2 years supervisory experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance