Territory Wealth Solutions Director - Remote

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

Job summary

Schwab, a leading financial services firm, is seeking an experienced relationship-builder and sales professional to grow asset management solutions across the designated territory. You will translate investment concepts into client conversations and connect the right solutions to advisor needs.

The role requires strong judgment, curiosity, investment fluency and a track record of developing a territory through long-term partnerships, with the flexibility to travel regularly.

Qualifications

• Active FINRA Series 7 and Series 66 licenses required.
• Bachelor’s degree required.
• Strong consultative sales and relationship management experience.

Responsibilities

• Own acquisition and growth for Schwab Asset Management solutions across the territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners.
• Act as a strategic thought partner to help advisors identify prospective clients and position investment solutions.

Skills

FINRA Series 7

FINRA Series 66

Bachelor's degree

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

Schwab, a leading financial services firm, is seeking an experienced relationship-builder and sales professional to grow asset management solutions across the designated territory. You will translate investment concepts into client conversations and connect the right solutions to advisor needs.

The role requires strong judgment, curiosity, investment fluency and a track record of developing a territory through long-term partnerships, with the flexibility to travel regularly.