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Senior Regional Manager, Wealth Advisory; Hybrid
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-06
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Indianapolis
A leading financial services firm in Indianapolis is seeking a Senior Regional Manager to lead and coach a team of Wealth Advisors. This role emphasizes integrity, client service, and collaboration, requiring 5+ years in financial services and supervisory experience. A Bachelor’s degree and CFP® and CFA® designations are essential. The ideal candidate will inspire their team and work to meet operational targets while providing high-quality client guidance.
This position supports a hybrid work environment and offers a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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