Senior Regional Manager, Schwab Wealth Advisory- South Mountain
Charles Schwab
Glendale, AZ
10 days ago
Job Description
Join Charles Schwab as a Senior Regional Manager to lead and coach a team of Wealth Advisors, fostering collaboration and driving client success. Leverage your extensive financial services experience to develop talent and manage performance while ensuring high-quality service and execution of Schwab's strategy.
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 for asset and service targets
Monitor client interactions and coach to improve service and advice quality
Required Qualifications
CFP designation, CFA designation, or Master’s Degree in Personal Financial Planning
Bachelor’s Degree
Five plus years’ experience in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance