Back to Jobs

Senior Regional Manager, Schwab Wealth Advisory

Remote, USA Full-time Posted 2025-04-26

Your Opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you have

Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP? or CFA? investment professionals.

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

What you have:

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
? CFP? designation, CFA? designation, or a Master's Degree in Personal Financial Planning required (may consider 24 month condition of employment)
? 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 experiencestrongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Apply Job!

 

Similar Jobs

Senior Regional Philanthropy Officer / Foundations

Remote, USA Full-time

Senior Regional Philanthropy Officer/ Corporate Giving

Remote, USA Full-time

Senior Regional Philanthropy Officer/ Corporate Giving - Military Veterans

Remote, USA Full-time

SENIOR REGISTERED NURSE SUPV - 60006918

Remote, USA Full-time

SENIOR REGISTERED NURSE SUPV - 67039584

Remote, USA Full-time

Senior Relationship Manager- Affordable Housing Lending

Remote, USA Full-time

Senior Relationship Strategist - PNC Private Bank

Remote, USA Full-time

Senior Relativity Administrator

Remote, USA Full-time

Senior Research Coordinator

Remote, USA Full-time

Senior Research Coordinator - Medicine-Cardio Division

Remote, USA Full-time

Home Loan Programs Manager

Remote, USA Full-time

Want Restaurant Team Member - Crew (4063 - Batavia) in Batavia, NY

Remote, USA Full-time

Remote Call Center Representative

Remote, USA Full-time

Netflix Tagger Job, Netflix Jobs ( Data Engineer ) @ Latest Job For USA ?? MySmartPros

Remote, USA Full-time

Delta Virtual Assistant (Remote Jobs) – Earn $24/Hour

Remote, USA Full-time

Remote Contractor Customer Service Rep ?? $14 to $20 per hour ?? PAID WEEKLY ?? Omni

Remote, USA Full-time

Urgently Need Certified English Teacher (Remote) in Sitka, AK

Remote, USA Full-time

Behavior Technician - Paid Training and Career Growth!

Remote, USA Full-time

Remote Sales Specialist Wanted: Work from Anywhere

Remote, USA Full-time

Delta Airlines Data Entry Jobs ?Hiring Work From Home - id-2343

Remote, USA Full-time