Senior Regional Manager, Schwab Wealth Advisory
Company: Charles Schwab
Posted on: August 7, 2022
Position Type: Regular Your Opportunity
Schwab Wealth Advisory is Schwab s premier, fee-based, and
non-discretionary wealth management offering , passionate about
delivering exceptional service to help clients achieve their
financial goals. We believe that wealth management should be
designed to reflect clients unique circumstances and needs. As a
Senior Regional Manager you will coach and counsel a team of 1 0-12
Wealth Advisors and Associate Wealth Advisors in a collaborative
environment designed to both grow and support the client base they
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
To learn more about the culture at Schwab, click here to meet our
What you are good at
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 o thers - W e are seeking an individual with extensive
financial services experience to share with their team of C FP 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 m onitoring of
client interactions and coaching to improve service and advice
quality . You will coach to d aily 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
- Bachelor s Degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 license required (may consider a
- Active and valid FINRA 9/10 required (may consider a 120 -day
- CFP or CFA required ( may consider an 18-month COE )
- Five plus years experience in the financial services
- M inimum of 2 years supervisory experience strongly preferred
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Cleveland , Senior Regional Manager, Schwab Wealth Advisory, Executive , Mogadore, Ohio
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