Senior Regional Manager, Schwab Wealth Advisory

About the role

The Senior Regional Manager leads a team of 10-12 Wealth Advisors and Associate Wealth Advisors in Investor Advice Solutions, supporting clients through Schwab Wealth Advisory, Centralized Service & Operations, and Wealth Strategies Consulting Group.

Responsibilities

• Motivate and inspire the team by fostering a collaborative culture.
• Build and maintain strong relationships with internal partners and clients.
• Coach and develop team members, sharing extensive financial services experience.
• Establish strategies and plans to meet asset and service targets.
• Monitor client interactions and coach to improve service and advice quality.

Requirements

• CFP® or CFA® designation required.
• Bachelor’s Degree required.
• Active and valid FINRA Series 7 license required.
• Active and valid FINRA 66 license required (may consider a 120-day COE).
• Active and valid FINRA 9/10 required (may consider a 120-day COE).
• Five plus years’ experience in the financial services industry.
• Minimum of 2 years supervisory experience strongly preferred.

Qualifications

• Strong market knowledge.
• A passion for client service.

Skills

• Excellent communication and interpersonal skills.
• Strategic thinking and problem-solving abilities.
• Ability to manage change and adapt to new situations.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off, volunteering, and 28-day sabbatical after every 5 years of service.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

This role is eligible for a competitive salary and bonus or incentive opportunities.

Schedule

The Senior Regional Manager is expected to work on-site in the specified locations.