Join Schwab as a Senior Team Manager to lead a dedicated team of financial planners, inspiring them to provide exceptional planning solutions for clients. You'll build collaborative relationships and foster a supportive culture while ensuring compliance and quality in client interactions.
Key Responsibilities
Lead a team of Planning experts delivering financial planning solutions
Motivate and inspire team members while championing a collaborative culture
Build and foster relationships with internal partners
Monitor client interactions and coach to improve Financial Planning and advice quality
Perform compliance and administrative tasks
Required Qualifications
Bachelor's degree
CFP® designation
Active and valid FINRA Series 7 license
Active and valid FINRA Series 63/65 or 66, and 9/10 (or to be obtained within 90 days)
Preferred Qualifications
Insurance licensing strongly preferred
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance