Director, Wealth Management Coaching & Consulting – Mid-Atlantic Region
Charles Schwaba day ago
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OnsiteFull-timeDirector
Summary
Charles Schwab is seeking a Director, Wealth Management Coaching & Consulting for the Mid-Atlantic Region. The role focuses on enhancing client engagement skills within the branch network through coaching and consulting.
About the Role
As a Director, Wealth Management Coaching & Consulting, you will develop branch employees to promote Schwab's Modern Wealth Management experience. Your responsibilities include improving efficiency, enhancing client interactions, showcasing wealth management strategies, and promoting practice management standards.
About You
Required:
- BA/BS required, MBA a plus.
- FINRA Series 7 and 66 required.
- Minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience.
Preferred:
- Industry certifications (CIMA/CFP/CFA/CWS).
- Comprehensive understanding of Wealth Management and effective client engagement skills.
- Strong competency and demonstrated passion for coaching and employee development.
Benefits
- 401(k) with company match and Employee stock purchase plan.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Millburn, NJ