Director, Wealth Management Coaching & Growth

Charles Schwab Corporation; Minneapolis (MN); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation in Minneapolis, MN seeks a Director, Wealth Management Coaching & Consulting to lead coaching and development across the Heartland Region, partnering with branch leaders and wealth management professionals to raise advisor effectiveness, client engagement, and market share.

The role requires extensive wealth management and financial planning knowledge, data-driven decision making, and willingness to travel roughly 50% within the region.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and Series 66 licenses required.
• 10+ years of experience in the financial services industry.
• 7+ years of sales leadership, coaching, consulting, or advisor development experience.
• Demonstrated knowledge of wealth management, financial planning, and client engagement strategies.

Responsibilities

• Coach and develop professionals through structured consulting and performance improvement approaches.
• Drive consultant effectiveness and client engagement across the Heartland Region.
• Collaborate with branch leaders to support growth initiatives and risk management.

Skills

Wealth management

Financial planning

Client engagement

Coaching

Performance improvement

Data-driven decision making

Education

Bachelor’s degree

MBA

CFP®, CIMA®, CFA®, CWS®

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Charles Schwab Corporation in Minneapolis, MN seeks a Director, Wealth Management Coaching & Consulting to lead coaching and development across the Heartland Region, partnering with branch leaders and wealth management professionals to raise advisor effectiveness, client engagement, and market share.

The role requires extensive wealth management and financial planning knowledge, data-driven decision making, and willingness to travel roughly 50% within the region.