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Job Description
As a Senior Regional Manager at Schwab Wealth Advisory, you will lead and develop a team of Wealth Advisors while fostering a collaborative culture. This role involves coaching, building relationships, and ensuring high-quality client service in a dynamic financial environment.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Build collaborative relationships with internal partners and clients
Develop team members with extensive financial services experience
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 license
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