Pacific Northwest Regional Wealth & Asset Management Leader

Charles Schwab; San Francisco (CA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an experienced relationship-builder and sales professional to own acquisition and growth for Schwab Asset Management within a defined territory. You will build trusted relationships with Financial Consultants, branch leaders and regional partners while translating investment concepts into clear client conversations.

The role requires FINRA licenses, a Bachelor’s degree, consultative sales experience, and willingness to travel regularly across the territory.

Qualifications

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree required.
• Experience in consultative sales or relationship management with proven results.
• Experience in financial services, wealth/investment management, or related field.
• Strong knowledge of investment products and portfolio concepts.
• Ability to influence through partnership and navigate a complex org.
• Excellent written and verbal communication; ability to present to groups.
• Willingness to travel regularly within the territory.

Responsibilities

• Own acquisition and growth for Schwab Asset Management solutions within the territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners.
• Act as a strategic thought partner to identify client needs and position solutions.
• Join advisor meetings to explain investment strategies and products clearly.
• Develop knowledge of investment philosophies, portfolios, and client fit.
• Deliver sales ideas, product updates and market education.
• Lead branch education and rollout of new products and initiatives.
• Develop in-market client events and webinars.
• Use Salesforce, Tableau and other reports to manage opportunities and trends.
• Collaborate across WAMS with partners to provide a coordinated experience.
• Manage territory with field presence and travel for visits and events.

Skills

FINRA Series 7/66

Bachelor's degree

Consultative sales

Relationship management

Investment knowledge

Education

Bachelor’s degree

CFA/CFP/MBA preferred

Tools

Salesforce

Tableau

Job description

Charles Schwab is seeking an experienced relationship-builder and sales professional to own acquisition and growth for Schwab Asset Management within a defined territory. You will build trusted relationships with Financial Consultants, branch leaders and regional partners while translating investment concepts into clear client conversations.

The role requires FINRA licenses, a Bachelor’s degree, consultative sales experience, and willingness to travel regularly across the territory.