Senior Regional Manager, Schwab Wealth Advisory
Company: Charles Schwab
Location: Chicago
Posted on: September 19, 2024
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Job Description:
Your opportunityInvestor Advice Solutions consists of Schwab
Wealth Advisory, Centralized Service & Operations and Wealth
Strategies Consulting Group. Schwab Wealth Advisory is a premier,
fee based and non-discretionary investment advisory solution
providing clients with a personal relationship, specialized service
and ongoing advice built on Schwab's approach to investing. The
Centralized Service & Operations group supports Fixed Income and
Schwab Wealth Advisory clients as the client facing phone teams.
The Wealth Strategies Consulting Group addresses complex wealth
management needs of clients through our Planning and Wealth
Strategy teams. Additionally, they provide specialized products to
meet income generation, risk mitigation, and liquidity needs.As a
Senior Regional Manager you will coach and counsel a team of 10-12
Wealth Advisors and Associate Wealth Advisors in a collaborative
environment designed to both grow and support the client base they
support.We value integrity, open communication, strong market
knowledge, and a passion for client service. If you want to work
with a firm that is dynamic, client focused, invests in your
growth, and values your contributions, consider a career as a
Senior Regional Manager.What you haveMotivating - As a leader you
will inspire your team by providing support and championing the
collaborative Schwab culture.Building collaborative relationships-
You will build and foster relationships with internal partners as
well as clients. Internal partners will include Branch Managers,
Regional Branch Executives and Directors within the Investor Advice
Solutions division.Developing others - We are seeking an individual
with extensive financial services experience to share with their
team of CFP or CFA investment professionals.Managing change- The
Senior Regional Manager will establish strategies and design plans
to ensure that asset and service targets are met.Managing
performance- Part of this role includes the monitoring of client
interactions and coaching to improve service and advice quality.
You will coach to daily planning and execution that is being
provided to SWAI clients. This includes performing the compliance
and administrative tasks inherent in our industry.We place a
premium on high performance, quality service and the ability to
execute the Schwab strategy. Essential skills include:
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Keywords: Charles Schwab, Joliet , Senior Regional Manager, Schwab Wealth Advisory, Accounting, Auditing , Chicago, Illinois
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