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-LjbffrGrowth-Oriented Senior Regional Manager, Wealth Advisory in bellevue at Unknown Company
This position is listed as full time and onsite.