Senior Regional Manager, Schwab Wealth Advisory

Location: Lone Tree, Colorado, United States; onsite work required

Salary: USD $203,000–$270,000 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.
• Motivate the team and support a collaborative client-service culture.
• Build relationships with clients and internal partners, including Branch Managers, Regional Branch Executives, and division Directors.
• Develop investment professionals with CFP® or CFA® backgrounds through coaching and knowledge sharing.
• Establish strategies and execution plans to meet asset and service targets.
• Monitor client interactions and coach the team on service quality, advice quality, compliance, and administrative execution.

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 license required.
• Active and valid FINRA Series 66 license required; a 120-day condition of employment may be considered.
• Active and valid FINRA Series 9/10 licenses required; a 120-day condition of employment may be considered.
• More than five years of financial services experience; at least two years of supervisory experience strongly preferred.

Culture & Benefits

• In-office collaboration with a focus on trust, integrity, open communication, and client service.
• Health, dental, and vision insurance.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.