Strategic Director, Wealth Management Coaching & Consulting

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Director of Wealth Management Coaching & Consulting for the Financial Solutions Branch. This leadership role partners with branch leaders and wealth managers to elevate advisor performance, client engagement, and regional growth through coaching, development, and strategic consultation.

This role combines wealth management expertise with data-driven decision making, aligning best practices with risk management and client-centric outcomes.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and Series 66 licenses required.
• 10+ years of experience in the financial services industry.
• 7+ years of sales leadership, coaching, consulting, or advisor development experience.
• Comprehensive knowledge of wealth management, financial planning, and client engagement strategies.
• Demonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.
• Deep understanding of brokerage, advisory, and banking products and services.
• Ability to leverage data, metrics, and business insights to identify trends and develop action plans that drive results.
• Strong business judgment with the ability to prioritize competing opportunities and effectively manage risk.
• Excellent verbal and written communication skills with the ability to influence diverse audiences.
• Ability to travel approximately 50% and reside within the Heartland Region (Edina, MN; Omaha, NE; Denver, CO).

Responsibilities

• Drive consultant effectiveness and client engagement across the region.
• Coach and develop professionals through structured consulting and performance improvement approaches.
• Identify opportunities and implement actionable strategies to improve advisor capabilities, client outcomes, retention, and market share.
• Collaborate with branch leaders and wealth management professionals to support business growth.
• Travel region to conduct in-person coaching, relationship building, and execution of growth initiatives.

Skills

FINRA Series 7

FINRA Series 66

Wealth management knowledge

Sales leadership

Coaching & consulting

Data-driven decision making

Travel approximately 50%

Communication skills

Education

Bachelor’s degree

MBA

CFP®, CIMA®, CFA®, or CWS® certifications

Job description

Charles Schwab Corporation is seeking a Director of Wealth Management Coaching & Consulting for the Financial Solutions Branch. This leadership role partners with branch leaders and wealth managers to elevate advisor performance, client engagement, and regional growth through coaching, development, and strategic consultation.

This role combines wealth management expertise with data-driven decision making, aligning best practices with risk management and client-centric outcomes.