CrawlJobs Logo

Senior Regional Manager, Schwab Wealth Advisory

schwab.com Logo

Charles Schwab

Location Icon

Location:
United States , Bellevue

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

216000.00 - 288000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

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.

Job Responsibility:

  • Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture
  • Building collaborative relationships- You will build and foster relationships with internal partners as well as clients
  • Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals
  • Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met
  • Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality
  • You will coach to daily planning and execution that is being provided to SWAI clients
  • This includes performing the compliance and administrative tasks inherent in our industry

Requirements:

  • CFP® designation, CFA® designation required (may consider 24 month condition of employment)
  • 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)
  • Five plus years’ experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred
What we offer:
  • 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

Additional Information:

Job Posted:
December 24, 2025

Expiration:
December 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Charles Schwab - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Regional Manager, Schwab Wealth Advisory

New

Bilingual French Customer Service Representative

We are looking for a Bilingual (French/English) Customer Service Representative ...
Location
Location
Canada , Mississauga
Salary
Salary:
26.00 - 28.00 CAD / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
February 14, 2026
Flip Icon
Requirements
Requirements
  • Bilingualism (French and English are a MUST)
  • Post Secondary Education is a MUST
  • Experience working in a customer service/client-facing role
  • Excellent written communication skills in both French and English
  • Tech-savvy! Proficient with working with, and learning new software
  • Strong analytical and problem-solving skills
  • Demonstrated ability to complete tasks under pressure with a high degree of accuracy
  • Able to work independently, with impeccable attention to detail
  • Supportive team player
Job Responsibility
Job Responsibility
  • Placing the orders into the system using ERP and ensuring the accuracy of the orders
  • Processing orders coming via phone, fax or email, including but not limited to the maintenance of orders and processing credit and debit notes
  • Resolving issues and concerns relating to order errors, delivery, and billing
  • Resolving customer inquiries over email, delivering excellent customer experience in both French and English
  • Liaising with cross-functional teams to resolve issues related to the quality of the product in a timely manner
What we offer
What we offer
  • Amazing position with easy access to transit
  • Competitive salary
  • 12 - month contract with possibility for permanent and growth!
  • Monday to Friday 8:00 - 5:30 pm, with great work-life balance
  • Working 37.5 hours a week
  • Chance to be a part of a great team
  • Opportunity to expand your professional network
  • Fulltime
Read More
Arrow Right
New

Sr Wlan Software Engineer

Belden is seeking a highly skilled wireless embedded software professional in ou...
Location
Location
United States , Santa Clara; Chicago
Salary
Salary:
158600.00 - 220300.00 USD / Year
Belden, Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors degree in Computer Science, Software Engineering, Computer Engineering or equivalent
  • 15 years experience with embedded C/C++ software development on linux
  • 10 years experience in wireless 802.11 driver and product development
  • 10 years experience Wireless network debugging
  • 10 years experience interfacing with low level WiFi drivers
  • In depth knowledge of WiFi standards and architecture
  • Proven ability to manage / work on multiple projects in parallel
Job Responsibility
Job Responsibility
  • Participate in troubleshooting and triaging of issues to drive towards root cause identification and resolution
  • Implement code changes, document, unit test, and participate in code reviews
  • Design and create unit test conditions and scripts to address business and technical use cases
  • Develop new product features
  • Collaborate with the engineering team to propose solutions
  • Innovate and use existing tools and techniques to perform wireless network debugging
  • Document, track and communicate issue status and resolution as appropriate, using Jira
  • Experience with wireless test environments and equipment
  • Evaluate documentation associated to wireless communication industry
  • Evaluate development activities (own and others) to provide guidance and process improvements
What we offer
What we offer
  • health/dental/vision
  • long term/short term disability
  • life insurance
  • HSA/FSA
  • matching retirement plans
  • paid vacation
  • parental leave
  • employee stock purchase plan
  • paid leave for volunteer work in your community
  • training opportunities
  • Fulltime
Read More
Arrow Right
New

Director, Strategy - Technology Research

As the Technology Landscape Researcher Leader, you will lead a team of strategic...
Location
Location
United States , Santa Clara
Salary
Salary:
160000.00 - 200000.00 USD / Year
Belden, Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience leading a strategic technology scouting or corporate innovation research function
  • Expertise in identifying, qualifying, and assessing the business impact of emerging Horizon 3 technologies
  • A strong background in analyzing technology trends and their relevance to specific industry verticals
  • Demonstrated ability to facilitate large-scale, cross-functional innovation workshops or events
  • Excellent leadership skills with the ability to guide a team in translating abstract technological signals into concrete business opportunities
Job Responsibility
Job Responsibility
  • Lead and mentor a team of researchers to identify and qualify Horizon 3 technologies from external sources like startups, academia, and competitors
  • Oversee the analysis and assessment of the relevance and potential impact of new technologies on Belden’s priority business verticals
  • Facilitate the Global Technology Radar Event, ensuring all Belden functions have an opportunity to contribute to our technology roadmap
  • Drive the initial contextualization of new technologies to build the pipeline of potential Horizon 3 opportunities
  • Collaborate with cross-functional teams to support technology communications, patent applications, and market readiness assessments
What we offer
What we offer
  • health/dental/vision
  • long term/short term disability
  • life insurance
  • HSA/FSA
  • matching retirement plans
  • paid vacation
  • parental leave
  • employee stock purchase plan
  • paid leave for volunteer work in your community
  • training opportunities
  • Fulltime
Read More
Arrow Right
New

Sales Engineer

The role of a Sales Engineer at AMS is to deeply understand our highly technical...
Location
Location
United States , Knoxville
Salary
Salary:
Not provided
Analysis and Measurement Services
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Holds a bachelor’s degree from an accredited institution, ideally in engineering, another technical discipline, or a closely related field
  • Demonstrates the ability to learn and communicate complex technical concepts with clarity and credibility to both internal teams and external clients
  • Brings a track record of reliability, integrity, and professionalism, with evidence of long-term commitment and progression in prior roles
  • Is willing and able to travel 6–8 times per year (approximately four days per trip) for field services testing at nuclear power plants and for business development activities
  • Complies with applicable company policies, quality and safety standards, and all administrative directives
  • Shows a strong work ethic, a genuine interest in helping customers solve problems, a collaborative spirit toward colleagues and partners, and a desire to contribute to the long-term success and reputation of the company
  • U.S. citizenship is required to meet federal compliance and security-access regulations
Job Responsibility
Job Responsibility
  • Develop deep knowledge of AMS technologies and services through hands-on field testing and plant trips
  • Serve as the technical bridge between customers and internal teams, helping define project scopes, gather requirements, and translate customer needs into clear proposals
  • Own day-to-day customer relationships through calls, emails, follow-ups, and proactive account management
  • Develop and deliver compelling sales and technical presentations that clearly communicate AMS capabilities and demonstrate solution value
  • Collaborate with engineering and operations teams to develop proposals and quotes, reviewing procedures and ensuring accuracy in scope, assumptions, and pricing
  • Advance sales opportunities through the pipeline by identifying risks and gaps, coordinating next steps, and partnering with the Sales and Business Development team on new business
What we offer
What we offer
  • Generous employer contributions toward comprehensive health, dental, vision, life, and disability insurance
  • 401(k) with generous employer matching contributions
  • Four weeks annual vacation plus at least 10 paid holidays per year
  • Professional Development – AMS is committed to your growth technically and as a sales professional
  • Career Growth – Annual salary reviews, raises, and advancement opportunities
  • Fulltime
Read More
Arrow Right
New

Field Services Technician

As a Field Services Technician on the Cable Testing & Technical Services Team, y...
Location
Location
United States , Knoxville
Salary
Salary:
Not provided
Analysis and Measurement Services
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate degree in electronics, or equivalent technical training such as military instruction, or hands-on experience in field services, instrumentation, electrical systems, or related maintenance work
  • Prior travel experience and eagerness to travel extensively (90–110 days annually)
  • Hands-on technical skills, including ability to read electrical schematics, use multimeters and lab equipment, solder, and troubleshoot electronic systems
  • mechanical aptitude and strong manual dexterity
  • Professional communication with strong customer-service orientation
  • Strong work ethic, reliability, and stability
  • U.S. citizenship required
Job Responsibility
Job Responsibility
  • Travel to assigned locations as needed to perform field service work
  • Apply technical background to learn and carry out specialized testing, maintenance, or service activities
  • Communicate clearly and professionally with internal stakeholders and external partners
  • Work cooperatively with team members
  • Provide an orderly, safe, and efficient work environment
  • Follow all guidelines and expectations as set forth by organizational leadership
What we offer
What we offer
  • Health Coverage – Generous employer contributions toward comprehensive health, dental, vision, life, and disability insurance
  • Retirement – 401(k) with generous employer matching contributions
  • Paid Time Off – Four weeks annual vacation plus at least 10 paid holidays per year
  • Professional Development – mentorship by senior engineers and PhDs, access to professional conferences, and continuing education opportunities
  • Career Growth – Annual salary reviews, raises, and advancement opportunities
  • Fulltime
Read More
Arrow Right
New

Finance and ERP System Analyst

Join us as a Financial & ERP Systems Senior Analyst and play a critical role in ...
Location
Location
Czech Republic , Hradec Králové
Salary
Salary:
Not provided
Quadient
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years SAP experience in a multinational environment
  • Strong proficiency in SAP financial modules, BPC, and Hyperion
  • Knowledge of Workday and PowerBI reporting
  • Experience in financial controlling / FP&A
  • Ability to troubleshoot complex issues and work under pressure
  • Fluent in English
Job Responsibility
Job Responsibility
  • Act as Level 2 SAP Finance Support, resolving tickets from EMEA users via Freshservice
  • Troubleshoot complex issues and get to the root cause quickly
  • Support month-end closing, annual budget, and forecast processes with Hyperion reporting
  • Collaborate with IT on system changes, testing in sandbox environments before deployment
  • Drive process improvements and automation projects, including reporting enhancements
  • Create documentation, user guides, and training materials to boost system knowledge
  • Fulltime
Read More
Arrow Right
New

Backend Developer

Propel your career surrounded by a diverse team of innovative, goal-oriented ind...
Location
Location
Germany , Berlin
Salary
Salary:
Not provided
Belden, Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in computer science or comparable professional training
  • 2+ years of experience in application software development
  • Excellent knowledge of Java programming (Java 8+)
  • Practical experience with multithreading, Spring, Hibernate, Maven, JUnit, REST architecture and API communication
  • Proficient use of Eclipse or IntelliJ and Git
  • Solid knowledge of MySQL
  • Proficient use of the Linux command line
  • Fluency in English and German (at least C1)
Job Responsibility
Job Responsibility
  • Further development and maintenance of our network security solution macmon NAC, continuously enhancing, troubleshooting, and optimizing the platform to ensure robust security, high availability, and seamless integration with existing IT infrastructure
  • Independently implement customer-specific developments by translating client requirements into tailored software solutions
  • Take ownership of software projects from concept through deployment, ensure clear and comprehensive documentation for both internal teams and clients, and implement systematic testing and validation processes to guarantee quality and reliability
  • Conduct code reviews to ensure adherence to coding standards, architectural guidelines, and security best practices, providing constructive feedback to team members to improve code quality, maintainability, and performance
What we offer
What we offer
  • Hybrid and remote work practices where feasible
  • Flexible working hours
  • Employee stock purchase plan
  • Parental leave benefits
  • Paid leave for volunteer work in your community
  • Multiple and frequent training opportunities
  • Professional talent management and succession planning
  • Corporate health and well-being initiatives
  • Work culture which includes commitment to diversity, equity, inclusion and sustainability
  • Fulltime
Read More
Arrow Right
New

Senior Product Manager

The Senior Product Manager is responsible for leading the product strategy and e...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
Quadient
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience as a Product Manager, with at least 2 years in a senior role
  • Proven track record of managing and leading product teams
  • Extensive experience with ERP financial systems and Accounts Receivable processes
  • Strong understanding of AI technologies and their application in product development
  • Solid technical background with hands-on experience in software development processes
  • Excellent leadership and team management skills
  • Strong written and verbal communication skills, with the ability to effectively communicate with executive management
  • Customer-first mindset with a passion for solving customer problems
  • Ability to anticipate future challenges and proactively address them
  • Experience working in an agile software development environment
Job Responsibility
Job Responsibility
  • Lead, mentor, and develop a team of product managers
  • Foster a collaborative and innovative environment within the product management team
  • Define and communicate the product vision and strategy for the Accounts Receivable Automation solution
  • Translate product strategy into actionable product roadmaps
  • Integrate AI technologies to enhance product capabilities and customer experience
  • Stay updated with AI advancements and incorporate relevant innovations into the product
  • Conduct market research and customer interviews to identify needs and opportunities
  • Gain a deep understanding of customer experience, identify product gaps, and generate ideas to grow market share and drive growth
  • Oversee the entire product lifecycle from concept to launch and beyond
  • Prioritize product features and enhancements based on business impact and customer feedback
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com –
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Poland Jobs Ireland Jobs Germany Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
© 2025 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy