Regional Director, Wealth & Asset Management Solutions
Charles Schwab
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Benefits offered by this job
Job summary
Charles Schwab is seeking a seasoned sales and relationship-management professional to lead acquisition and growth for Schwab Asset Management solutions across a designated territory. You will build trusted advisor relationships with Financial Consultants, branch leaders and regional partners, translating investment concepts into client-focused conversations.
The role requires travel within the territory and a strong ability to educate advisors on portfolio strategies, investment products, and
Qualifications
- Active FINRA licenses (Series 7 & 66) required.
- Bachelor’s degree required; advanced certifications a plus.
- Significant experience in consultative sales and relationship management within financial services.
Responsibilities
- Own acquisition and growth for Schwab Asset Management solutions across the territory.
- Build durable relationships with Financial Consultants and regional partners.
- Position investment solutions to meet advisor and client needs with clear education.
Skills
Education
Tools
Job description
Charles Schwab is seeking a seasoned sales and relationship-management professional to lead acquisition and growth for Schwab Asset Management solutions across a designated territory. You will build trusted advisor relationships with Financial Consultants, branch leaders and regional partners, translating investment concepts into client-focused conversations.
The role requires travel within the territory and a strong ability to educate advisors on portfolio strategies, investment products, and
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