Senior Regional Manager, Schwab Wealth Advisory- South Mountain
Charles Schwab
Scottsdale, AZ
21 days ago
Not specified
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Job Description
As a Senior Regional Manager at Schwab Wealth Advisory, you will lead a team of Wealth Advisors, fostering collaboration and supporting client relationships. This role emphasizes coaching, performance management, and strategic planning to enhance service delivery and meet client needs in a dynamic environment.
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
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, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance