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Senior Regional Leader, Wealth Advisory

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 165000 USD Yearly USD 120000.00 165000.00 YEAR
Job Description & How to Apply Below
Position: Senior Regional Leader, Wealth Advisory Growth

Charles Schwab’s Investor Advice Solutions seeks a Senior Regional Manager to coach a team of 10-12 Wealth Advisors and Associate Wealth Advisors, growing and supporting the clients they serve with integrity, market knowledge, and client service. This on-site role emphasizes collaboration with internal partners and a strong client focus.

The role requires CFP/CFA, FINRA licenses, and 5+ years in financial services with 2+ years in supervision, guiding performance and development across regions.

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Position Requirements
10+ Years work experience
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