Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab • Permanent • Colorado, United States • 16h ago

Position Type: Regular
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 Schwabs 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 workwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,consider acareer as aSenior 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.

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 Masters Degree in Personal Financial Planning required (may consider 18 month condition of employment)
Bachelors 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 experience strongly preferred

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

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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

Required Preferred Job Industries

Other

Related Jobs

Tax Expert - CPA or EA - Work from Home

Intuit • Permanent • Remote (Colorado, United States) • 16h ago

Fully Remote

Overview Intuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you! What You Get: Company Benefits: 4...

16h ago

Apply

Network Architect - Systems Integrator

Hamilton Barnes • Contract • Remote (El Paso County, Colorado, United States) • 16h ago

Architect

Are you looking for an exciting new opportunity? Join a technology partner dedicated to helping ministries, nonprofits, and small businesses leverage technology effectively. Founded in 2021, the company aims to be the be...

16h ago

Apply

DevOps Engineer

AMMUNITION. • Any • Colorado, United States • $85 / day • 19h ago

Engineer

Responsibilities Design and implement DevOps practices and tools Develop and maintain scripts for automation of deployment and testing Ensure smooth deployment of applications to production environments Collaborate with...

19h ago

Apply

Communications Manager

ACE Scholarships • Permanent • Colorado, United States • 1d ago

Position Communications Manager About ACE Scholarships ACE is a 501(c)(3) non-profit, founded in 2000 in Denver, Colorado, to provide low-income children with equal access to quality K-12 private schools through partial...

1d ago

Apply

Senior Human-Center Designer with Security Clearance

The Tatitlek Corporation • Permanent • Colorado, United States • $65 / day • 1d ago

Overview OVERVIEW AirForce CyberWorx is an innovation lab focused on optimizing products, processes, and policies using Human-Centered Design best practices focused on cyber capability-melding academic and industry exper...

1d ago

Apply

Junior Help Desk Specialist with Security Clearance

Take2 Consulting • Permanent • Colorado, United States • $23 / day • 1d ago

Compensation: $23/hr Work Type: Onsite Location: Colorado Springs, CO OR Annapolis Junction, MD. Interview Process: One 45-minute interview - Feedback the next day Hiring timeline: Immediate - Once selected, a few Securi...

1d ago

Apply

Computer Engineer - Colorado Springs, CO - TS/SCI Full Scope Pol with Security Clearance

SOC/Day & Zimmermann Federal Services • Permanent • Colorado, United States • $38.50 / day • 1d ago

Engineer

Computer Engineer needed for an opportunity with SOC's client to work in Colorado Springs, Colorado. Active Top Secret/SCI with Full Scope Polygraph is required! Responsibilities The Computer Engineer will be responsible...

1d ago

Apply

Courier with Security Clearance

Akima • Permanent • Colorado, United States • $18.50 / day • 1d ago

RiverTech, an Akima company is hiring a Medical Courier to join our team in support of Peterson Space Force Base (SFB) in Colorado Springs, CO. We invite you to apply! Our Full-time Courier drives an automobile or light...

1d ago

Apply

Weather Forecaster I, US Air Force Academy with Security Clearance

Akima • Permanent • Colorado, United States • $32.80 / day • 1d ago

ASE is looking for a Weather Forecaster I to work in USAFA CO. To join our team of outstanding professionals, apply today! Responsibilities Weather support at USAFA is a unique and very challenging endeavor. The weather...

1d ago

Apply

Systems Administrator 3 with Security Clearance

TASC Technical Services • Permanent • Colorado, United States • $89 - $110 / day • 1d ago

Systems Administrator 3 Colorado Springs, CO 12-month contract Pay: $89.00 - $110.00/hr BOE US Citizen and active secret clearance required. WORK SHIFT: 1st Shift, with travel 10% of the Time Sorry, NO C2C or third-party...

1d ago

Apply