As a Senior Regional Manager at Schwab Wealth Advisory, you will lead and inspire a team of Wealth Advisors while fostering collaborative relationships with clients and internal partners. Your extensive financial services experience will be pivotal in developing your team's skills and achieving strategic goals.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Motivate and inspire the team to work collaboratively
Build and foster relationships with internal partners and clients
Develop financial services knowledge within the team
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
Bachelor’s Degree
Active and valid FINRA Series 7 license
Active and valid FINRA 66 license
Active and valid FINRA 9/10 license
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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance