Senior Regional Manager, Schwab Wealth Advisory- South Mountain
Charles Schwab
Paradise Valley, AZ
21 days ago
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Job Description
Join Charles Schwab as a Senior Regional Manager to lead and mentor a team of Wealth Advisors, fostering client relationships and driving performance in a dynamic environment. Your expertise will guide strategic planning and enhance service quality, ensuring client needs are met effectively.
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 and design plans to meet asset and service targets
Monitor client interactions and coach to improve service and advice quality
Perform compliance and administrative tasks
Required Qualifications
CFP designation or CFA designation or Master's Degree in Personal Financial Planning
Bachelor's Degree
Five plus years’ experience in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance