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Job Description
Join Schwab as a Senior Regional Manager to lead a team of Wealth Advisors in delivering exceptional client service. Drive performance, foster collaboration, and develop your team while enjoying a supportive culture that values your contributions.
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
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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance