Wealth Management Coaching Director — Lead Branch
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-09-07
Listing for:
Charles Schwab
Full Time
position Listed on 2026-09-07
Job specializations:
-
Management
Wealth Management, Regulatory Compliance Specialist, BD Manager, Banking & Finance -
Finance & Banking
Wealth Management, Regulatory Compliance Specialist, BD Manager, Banking & Finance
Job Description & How to Apply Below
Charles Schwab in Chicago seeks a seasoned Wealth Management Coach & Consultant to develop branch employees through coaching and targeted development, advancing Schwab’s Modern Wealth Management experience. You will mentor teams to enhance client engagement, drive efficiency, and grow revenues.
Requirements include 10–15 years in financial services with 7+ years in sales leadership, FINRA 7 & 66, and industry certifications.
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