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 reputed company 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 reputed company wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they reputed company specialized products to meet income reputed company, 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 reputed company they support. We value reputed company, reputed company 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 Motivating - As a leader you will reputed company 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 reputed company Managers, Regional reputed company Executives and Directors reputed company the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to reputed company 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. What you have: We reputed company 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 reputed company, this role is also eligible for bonus or incentive opportunities. Apply Job!