Growth-Oriented Senior Regional Manager, Wealth Advisory
Charles Schwab
Charles Schwab is seeking a Senior Regional Manager to coach a team of 10-12 Wealth Advisors and Associate Wealth Advisors. You will guide client interactions, ensure service quality, and manage daily planning, while maintaining compliance and administrative duties. The role emphasizes in-office collaboration and on-site work across designated locations. The ideal candidate brings CFP® or CFA® credentials, a bachelor’s degree, and FINRA licenses (7, 66, 9/10) with 5+ years in financial services #J-18808-Ljbffr Charles Schwab
Vacancy posted 2 days ago
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