Join Charles Schwab as a Senior Regional Manager to lead and mentor a team of Wealth Advisors, fostering a collaborative culture focused on client service and financial expertise. Drive performance and strategy while enjoying a supportive environment that prioritizes your growth.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors
Inspire and support the team in a collaborative environment
Build relationships with internal partners and clients
Establish strategies to meet asset and service targets
Monitor client interactions and coach to improve service 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