Senior Regional Leader, Wealth Advisory
Charles Schwab
Charles Schwab Corporation is seeking a Senior Regional Manager in Walnut Creek, California, who will coach a team of Wealth Advisors in a collaborative environment. This leader will build relationships with internal partners and be committed to high-quality service and the successful execution of the firm's strategy. The ideal candidate must have a CFP® or CFA® designation, a Bachelor’s Degree, and active FINRA licenses. You will nurture your team to meet asset and service targets while ensuring compliance and administrative tasks are conducted efficiently. This position emphasizes in-office collaboration and offers bonus opportunities in addition to a competitive salary. #J-18808-Ljbffr Charles Schwab Corporation
Vacancy posted 4 days ago
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