Senior Regional Manager, Global Team – Schwab Wealth Advisory (Mandarin Fluency Required)

Charles Schwab Corporation; Westlake (TX); Presencial; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus or incentive opportunities

Descripción de la vacante

Charles Schwab Corporation seeks a Senior Regional Manager to coach a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative, client-focused environment. Mandarin fluency is required to lead the international team, with Cantonese strongly preferred to support coaching and compliance duties.

You will drive performance, share market knowledge, and advance client service while upholding Schwab’s standards.

Formación

• Fluent in Mandarin is required for coaching an international team.
• Cantonese fluency strongly preferred for coaching and compliance duties.
• Bachelor’s Degree is required.
• Active and valid FINRA Series 7 license is required.
• Active and valid FINRA 66 license is required (may consider a 120-day COE).
• Active and valid FINRA 9/10 is required (may consider a 120-day COE).
• CFP or CFA certification is required (may consider an 18-month COE).
• Five plus years’ experience in the financial services industry.
• Minimum of 2 years supervisory experience strongly preferred.

Responsabilidades

• Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors.
• Lead Schwab Wealth Advisory operations and client service initiatives.
• Oversee compliance duties and ensure regulatory standards are met.

Conocimientos

Mandarin

Cantonese

Educación

Bachelor's Degree

FINRA Series 7 license

FINRA 66 license

FINRA 9/10

CFP or CFA

Descripción del empleo

Your Opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

This team is unique because it leads our international team. Because of this, it is required that you speak fluent Mandarin. It is also strongly preferred that you speak Cantonese. This will allow you to coach and develop your team as well as complete the compliance duties of your position.

We value integrity,open communication, strong market knowledge, and a passion for client service.If you want to workwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,consider acareer as aSenior Regional Manager.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Fluent in Mandarin
• Fluent in Cantonese strongly preferred

• Bachelor’s Degree required
• Active and valid FINRA Series 7 license required
• Active and valid FINRA 66 license required (may consider a 120-day COE)
• Active and valid FINRA 9/10 required (may consider a 120-day COE)
• CFP or CFA required (may consider an 18-month COE)

• Five plus years’ experience in the financial services industry
• Minimum of 2 years supervisory experiencestrongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.