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Job Description
As a Senior Regional Manager at Schwab Wealth Advisory, you will lead a team of Wealth Advisors, fostering relationships and guiding them in delivering exceptional client service. This role emphasizes coaching, managing performance, and developing strategies to meet client needs, all within a dynamic and supportive environment.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Build and foster relationships with internal partners and clients
Establish strategies and plans to meet asset and service targets
Monitor client interactions and coach to improve service quality
Perform compliance and administrative tasks
Required Qualifications
Bachelor’s Degree
Five plus years’ experience in the financial services industry
Preferred Qualifications
CFP® or CFA® certification
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance