As a Senior Regional Manager at Schwab Wealth Advisory, you will lead and develop a team of Wealth Advisors, fostering relationships and ensuring high-quality client service. Join a dynamic firm that prioritizes client focus and professional growth.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Establish strategies and design plans to meet asset and service targets
Monitor client interactions and coach to improve service and advice quality
Build collaborative relationships with internal partners and clients
Required Qualifications
Bachelor’s Degree
Five plus years’ experience in the financial services industry
Coaching and team management skills
Preferred Qualifications
CFP® or CFA® designation
Experience in investment advisory services
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance