Senior Regional Manager, Schwab Wealth Advisory- South Mountain
Charles Schwab
Phoenix, AZ
21 days ago
Not mentioned
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Job Description
As a Senior Regional Manager at Schwab Wealth Advisory, you will lead and inspire a team of financial advisors, fostering a collaborative environment to enhance client relationships and meet performance targets. You will also play a key role in developing talent and ensuring high-quality service delivery.
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 to meet asset and service targets
Monitor client interactions and coach to improve service quality
Perform compliance and administrative tasks
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance