TieTalent
Senior Regional Manager, Schwab Wealth Advisory
TieTalent, Lone Tree, Iowa, United States, 52755
Senior Regional Manager, Schwab Wealth Advisory
Join to apply for the
Senior Regional Manager, Schwab Wealth Advisory
role at
TieTalent . Position Type:
Regular Your opportunity Investor 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. Responsibilities Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to grow and support the client base. Motivate and lead by example, fostering a culture of integrity, open communication, and client service excellence. Build and nurture collaborative relationships with internal partners (Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division) and with clients. Develop others by sharing extensive financial services experience with CFP or CFA investment professionals. Manage change by establishing strategies and design plans to meet asset and service targets. Monitor client interactions and coach to improve service and advice quality; supervise daily planning and execution for SWAI clients, including compliance and administrative tasks. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: 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 Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuit ion reimbursement Health, dental, and vision insurance Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x
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Join to apply for the
Senior Regional Manager, Schwab Wealth Advisory
role at
TieTalent . Position Type:
Regular Your opportunity Investor 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. Responsibilities Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to grow and support the client base. Motivate and lead by example, fostering a culture of integrity, open communication, and client service excellence. Build and nurture collaborative relationships with internal partners (Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division) and with clients. Develop others by sharing extensive financial services experience with CFP or CFA investment professionals. Manage change by establishing strategies and design plans to meet asset and service targets. Monitor client interactions and coach to improve service and advice quality; supervise daily planning and execution for SWAI clients, including compliance and administrative tasks. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: 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 Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuit ion reimbursement Health, dental, and vision insurance Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x
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