About this role
Senior Regional Manager, Schwab Wealth Advisory at Charles Schwab. Location: Stamford, Connecticut, United States. Role: coaching team, managing performance, building relationships Requirements: CFP® or CFA®, Series 7, 66, 9/10 licenses, Bachelor's degree, 5+ years financial services experience, 2+ years supervisory experience preferred, strong coaching and communication skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, series 7, series 66, series 9/10 Commitment: Full Time Workplace: Onsite Languages: English