Senior Regional Manager, Schwab Wealth Advisory- South Mountain
Charles Schwab
Scottsdale, AZ
8 hours ago
Not specified
Job Description
As a Senior Regional Manager at Schwab Wealth Advisory, you'll lead a team of Wealth Advisors in a collaborative environment, focusing on client relationships and professional growth. This role emphasizes integrity, market knowledge, and a commitment to client service.
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 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 license
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 match and Employee 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