Senior Regional Manager, Schwab Wealth Advisory

Location: On-site in Phoenix, AZ or Scottsdale, AZ

Salary: USD $185,000–$245,000 per year, plus eligibility for bonus or incentive opportunities

Company

hirify.global provides investment advisory, wealth management, financial planning, and client service solutions.

What you will do

• Coach and counsel a team of 10–12 Wealth Advisors and Associate Wealth Advisors.
• Build collaborative relationships with clients, Branch Managers, Regional Branch Executives, and divisional Directors.
• Develop CFP® and CFA® investment professionals through coaching and support.
• Establish strategies and execution plans to meet asset and service targets.
• Monitor client interactions and coach teams to improve service and advice quality.
• Oversee daily planning, execution, compliance, and administrative activities for Schwab Wealth Advisory clients.

Requirements

• CFP® or CFA® designation required; a 24-month condition of employment may be considered.
• Bachelor’s degree required.
• Active and valid FINRA Series 7, Series 66, and Series 9/10 licenses required; conditions of employment may be considered for Series 66 and Series 9/10.
• Five or more years of experience in the financial services industry.
• At least two years of supervisory experience strongly preferred.
• Ability to work on site in Phoenix or Scottsdale, Arizona.

Culture & Benefits

• Collaborative environment focused on client service, integrity, open communication, and market knowledge.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after every five years of service for eligible positions.
• Paid parental leave and adoption or family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.
• Regular in-person collaboration supported by a workplace flexibility approach.