Senior Regional Manager, Wealth Advisory Position Available In Orange, Florida

Job Description:

Investor Advice Solutions consists of Schwab Wealth Advisory,Centralized Service & Operations and Wealth Strategies ConsultingGroup. Schwab Wealth Advisory is a premier, fee based andnon-discretionary investment advisory solution providing clientswith a personal relationship, specialized service and ongoingadvice built on Schwab’s approach to investing. The CentralizedService & Operations group supports Fixed Income and Schwab WealthAdvisory clients as the client facing phone teams. The WealthStrategies Consulting Group addresses complex wealth managementneeds of clients through our Planning and Wealth Strategy teams.

Additionally, they provide specialized products to meet incomegeneration, risk mitigation, and liquidity needs. As a SeniorRegional Manager you will coach and counsel a team of 10-12 WealthAdvisors and Associate Wealth Advisors in a collaborativeenvironment designed to both grow and support the client base theysupport. We value integrity, open communication, strong marketknowledge, and a passion for client service. If you want to workwith a firm that is dynamic, client focused, invests in yourgrowth, and values your contributions, consider a career as aSenior Regional Manager. What you are good at

• Motivating
• As aleader you will inspire your team by providing support andchampioning the collaborative Schwab culture.
• Buildingcollaborative relationships
• You will build and fosterrelationships with internal partners as well as clients. Internalpartners will include Branch Managers, Regional Branch Executivesand Directors within the Investor Advice Solutions division.
• Developing others
• We are seeking an individual with extensivefinancial services experience to share with their team of CFP® orCFA® investment professionals.
• Managing change
• The SeniorRegional Manager will establish strategies and design plans toensure that asset and service targets are met.
• Managingperformance
• Part of this role includes the monitoring of clientinteractions and coaching to improve service and advice quality.

You will coach to daily planning and execution that is beingprovided to SWAI clients. This includes performing the complianceand administrative tasks inherent in our industry. What you have Weplace a premium on high performance, quality service and theability to execute the Schwab strategy.

Essential skills include:

• CFP® designation, CFA® designation, or a Master’s Degree inPersonal Financial Planning required (may consider 24 monthcondition of employment)
• Bachelor’s Degree required
• Active andvalid FINRA Series 7 license required
• Active and valid FINRA 66license 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 yearssupervisory experience strongly preferred In addition to the salaryrange, this role is also eligible for bonus or incentiveopportunities.

What’s in it for you At Schwab, we’re committed toempowering our employees’ personal and professional success. Ourpurpose-driven, supportive culture, and focus on your developmentmeans you’ll get the tools you need to make a positive differencein the finance industry. Our Hybrid Work and Flexibility approachbalances our ongoing commitment to workplace flexibility, servingour clients, and our strong belief in the value of being togetherin person on a regular basis. We offer a competitive benefitspackage that takes care of the whole you

• both today and in thefuture:
• 401(k) with company match and Employee stock purchaseplan
• Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions
• Paidparental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance