Senior Regional Manager, Schwab Wealth Advisory
Company: Charles Schwab
Location: Orlando
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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
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Keywords: Charles Schwab, St. Petersburg , Senior Regional Manager, Schwab Wealth Advisory, Executive , Orlando, Florida
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