Charles Schwab & Company, Inc.

Senior Regional Manager, Schwab Wealth Advisory

Lone Tree, CO, US · Senior

Sponsorship not specifiedDetected 16 days ago

CommunicationCollaborationMentoringCFA

About the role

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 Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams.

The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams.
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.
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.

Essential skills include: CFP® designation or CFA® designation 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 (

Managing performance - Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality.

This listing is sourced directly from Charles Schwab & Company, Inc.'s careers page and normalized into a canonical job model.