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Senior Regional Leader, Wealth Advisory & Growth
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-07-10
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-10
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Charles Schwab seeks a Senior Regional Manager to lead a team of 10-12 Wealth Advisors, coaching and developing talent while partnering with internal stakeholders to grow the client base and ensure high-quality advisory service.
The role requires CFP® or CFA® designation, FINRA licenses, a bachelor’s degree, and at least 5 years in financial services with supervisory experience. This position is on-site in Colorado and offers bonus opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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