Senior Regional Manager. Schwab Wealth Advisory jobs in United States
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Charles Schwab · 21 hours ago

Senior Regional Manager. Schwab Wealth Advisory

positionUS-TX-Westlake
timeFull-time
remoteOnsite
senioritySenior Level
money$198K/yr - $264K/yr
date5+ years exp

Charles Schwab is a leading financial services firm, and they are seeking a Senior Regional Manager to lead and mentor a team of Wealth Advisors. The role focuses on motivating the team, building collaborative relationships, managing performance, and ensuring that client service and asset targets are met.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Inspire your team by providing support and championing the collaborative Schwab culture
Build and foster relationships with internal partners as well as clients
Establish strategies and design plans to ensure that asset and service targets are met
Monitor client interactions and coach to improve service and advice quality
Coach to daily planning and execution that is being provided to SWAI clients
Perform the compliance and administrative tasks inherent in our industry

Qualification

CFP® designationCFA® designationFINRA Series 7FINRA 66FINRA 9/10Bachelor’s DegreeFinancial services experienceSupervisory experienceDeveloping othersManaging changeManaging performanceMotivatingBuilding relationships

Required

CFP® designation, CFA® designation 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

Preferred

Minimum of 2 years supervisory experience strongly preferred

Benefits

Bonus or incentive opportunities

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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