Wealth Management Coaching & Consulting Lead
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-09-07
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-09-07
Job specializations:
-
Management
Wealth Management, BD Manager, Regulatory Compliance Specialist -
Finance & Banking
Wealth Management, BD Manager, Regulatory Compliance Specialist
Job Description & How to Apply Below
Charles Schwab Corporation in Chicago seeks a seasoned Wealth Management Coach & Consultants to drive branch client engagement and growth. You will coach branch teams, develop strategies to promote Schwab’s Modern Wealth Management, and partner with leadership to raise service standards.
Required 10–15 years in financial services with 7+ years sales leadership, FINRA 7 and 66, and degrees. Travel ~50% across Crossroads Region IL/IN/OH/MO, with regional residence.
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