Regional Director, Wealth & Asset Solutions

Charles Schwab Corporation; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation is seeking an experienced relationship-builder and sales professional to expand Schwab Asset Management offerings across a defined territory. You will translate investment concepts, build durable advisor relationships, and drive growth through long-term partnerships.

This telecommute role requires regular travel within the territory; candidates must reside within the territory and be prepared to visit branch networks, financial consultants and regional partners to

Qualifications

• Active FINRA Series 7 and 66 licenses.
• Bachelor’s degree required.
• Significant experience in consultative sales or relationship management in financial services.

Responsibilities

• Own acquisition and growth for Schwab Asset Management solutions across territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners.
• Translate investment concepts for advisors and help identify client needs.
• Join advisor meetings to educate on investment strategies and solutions.
• Develop knowledge of investment portfolios, features, and client fit.

Skills

FINRA Series 7

FINRA Series 66

Consultative sales

Relationship management

Investment knowledge

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

Charles Schwab Corporation is seeking an experienced relationship-builder and sales professional to expand Schwab Asset Management offerings across a defined territory. You will translate investment concepts, build durable advisor relationships, and drive growth through long-term partnerships.

This telecommute role requires regular travel within the territory; candidates must reside within the territory and be prepared to visit branch networks, financial consultants and regional partners to