Home
/
Comprehensive
/
Senior Regional Manager, Schwab Wealth Advisory
Senior Regional Manager, Schwab Wealth Advisory-March 2024
Westlake
Mar 19, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Senior Regional Manager, Schwab Wealth Advisory

  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

  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 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.

  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.

  What’s in it for you

  At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  401(k) with company match and Employee stock purchase plan

  Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

  Paid parental leave and family building benefits

  Tuition reimbursement

  Health, dental, and vision insurance

  What’s in it for you:

  At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  401(k) with company match and Employee stock purchase plan

  Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

  Paid parental leave and family building benefits

  Tuition reimbursement

  Health, dental, and vision insurance

  Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 [email protected] or call 800-275-1281.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Semiconductor Process Technician II
Principal Service Solutions is hiring Experienced Semiconductor Process Technicians that will be servicing and maintaining semiconductor equipment in a cleanroom environment. This is a long-term, ful
production manager
production manager. fairfax , south carolina posted january 17, 2024 job details summary $115,000 - $130,000 per year permanent bachelor degree category computer and mathematical occupations referenc
Outside Parts Expert - 1st Shift (Monday - Friday)
The Outside Parts Expert (OPE) is a sales position. The OPE is tasked with generating and increasing retail parts sales to customers within their defined Area of Responsibility (AOR) and to all assig
Director, Radiology Imaging UM Solutions
WARNING: Please beware of phishing scams that solicit interviews or promote work-at-home opportunities, some of which may pose as legitimate companies. Elevance Health requires a completed online app
Software Engineer, Product
Summary: Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed
Manager APP- Ortho
JOB SUMMARY The Manager Advanced Practice Professionals provides direction and administrative leadership for Advanced Practice Professionals (APPs) in their defined geographic area and/or medical or
Cosmetologist / Hairstylist
PS SALON & SPAAre you a licensed Cosmetologist looking for a part time position with no nights or weekend schedules? We'd love to discuss this great opportunity with you! Looking for talented, Li
Front Desk Associate
Front Desk Associate Department: Retail Santa Monica Location: Santa Monica, CA START YOUR APPLICATION (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req_id=2902452&source=29024
HV Battery Mechanical Array D&R Engineer
We are the movers of the world and the makers of the future. We get up every day, roll up our sleeves and build a better world -- together. At Ford, we’re all a part of something bigger than ourselve
Registered Nurse (RN) - Operating Room
Req Number 86690 Job Description Transplant OR RN's have the potential to earn up to an additional $10,000.00 per year. We are seeking a highly skilled and motivated Registered Nurse to join our Tran
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved