Senior Regional Manager, Schwab Wealth Advisory- South Mountain
Charles Schwab
Phoenix, AZ
2 days ago
Job Description
Join Charles Schwab as a Senior Regional Manager to lead and inspire a team of Wealth Advisors, fostering relationships and driving performance in a client-focused environment. Be part of a dynamic firm that values integrity and invests in your growth.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors
Inspire and support team growth within a collaborative environment
Build and foster relationships with internal partners and clients
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
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 28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance