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Job Description
Join Charles Schwab as a Senior Regional Manager to lead and develop a team of Wealth Advisors in a dynamic environment, focusing on client relationships and performance management. Drive strategies that enhance service quality and client satisfaction while enjoying comprehensive benefits and opportunities for growth.
Key Responsibilities
Coaching and counseling a team of 10-12 Wealth Advisors
Building and fostering relationships with internal partners and clients
Establishing strategies and designing plans to meet asset and service targets
Monitoring client interactions and coaching to improve service quality
Performing compliance and administrative tasks
Required Qualifications
Bachelor's Degree
Five plus years’ experience in the financial services industry
Preferred Qualifications
CFP® certification
CFA® certification
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance