Oriented Senior Regional Manager, Wealth Advisory
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Regulatory Compliance Specialist -
Management
Wealth Management, Regulatory Compliance Specialist
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
The Growth-Oriented Senior Regional Manager, Wealth Advisory role at Charles Schwab is now open for applications in Bellevue, WA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Bellevue, WA, United States.
This opportunity is part of our work in Human Resources, Consulting.
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