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Senior Regional Manager, Schwab Wealth Advisory

Company: Charles Schwab
Location: Mogadore
Posted on: August 7, 2022

Job Description:

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 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.

To learn more about the culture at Schwab, click here to meet our people .

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 include:

  • 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 )
    • CFP or CFA required ( may consider an 18-month COE )
    • Five plus years experience in the financial services industry
    • 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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