This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
As a Senior Regional Manager at Schwab Wealth Advisory, you'll lead a team of Wealth Advisors, fostering collaboration and growth while ensuring high-quality service and advice to clients. This role emphasizes your leadership and relationship-building skills in a supportive and dynamic environment.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Build collaborative 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 or CFA® designation required
Bachelor’s Degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required
Active and valid FINRA 9/10 required
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 matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after five yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance