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Senior regional manager, schwab wealth advisory at Charles Schwab

Position Senior regional manager, schwab wealth advisory
Posted 16 Mar 2026
Expired 15 Apr 2026
Company Charles Schwab
Location Rock Hill | US
Job Type Full Time

Job Description:

Latest job information from Charles Schwab for the position of Senior regional manager, schwab wealth advisory. If the Senior regional manager, schwab wealth advisory vacancy in Rock Hill matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Charles Schwab for the position of Senior regional manager, schwab wealth advisory below matches your qualifications.

Position Type: RegularSenior 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. What you are good at - Motivating – 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 believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. 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. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 Tuition reimbursement Health, dental, and vision insurance

Job Info:

  • Company: Charles Schwab
  • Position: Senior regional manager, schwab wealth advisory
  • Work Location: Rock Hill
  • Country: US

How to Submit an Application:

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