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Senior Regional Manager, Schwab Wealth Advisory
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$129,000 - $230,000 a year
- 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.
- Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
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