Regional Wealth Management Director

Charles Schwab; California; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time & volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in California seeks an experienced relationship-builder and sales professional within Wealth & Asset Management Solutions to partner with financial consultants, branch leaders and regional partners.

This telecommute role requires FINRA licenses, a bachelor’s, strong consultative sales skills, and willingness to travel the territory to meet clients and deliver education on investment solutions.

Qualifications

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree required.
• Substantial experience in consultative sales, business development or relationship management.
• Experience in financial services, wealth management or investment management.
• Ability to explain investment concepts clearly to advisors and clients.
• Willingness to travel within the territory.

Responsibilities

• Own acquisition and growth for Schwab Asset Management and selected third-party offerings across the territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners.
• Act as a strategic thought partner to identify prospective clients and position investment solutions.
• Join advisor meetings to provide education on investment strategies and solutions.
• Develop knowledge of investment philosophies, portfolio construction and client needs.

Skills

FINRA Series 7

FINRA Series 66

Consultative sales

Business development

Relationship management

Investment knowledge

Travel willingness

Strong communication

Education

Bachelor’s degree

MBA

CFA

CFP

Tools

Salesforce

Tableau

Job description

Charles Schwab in California seeks an experienced relationship-builder and sales professional within Wealth & Asset Management Solutions to partner with financial consultants, branch leaders and regional partners.

This telecommute role requires FINRA licenses, a bachelor’s, strong consultative sales skills, and willingness to travel the territory to meet clients and deliver education on investment solutions.