Charles Schwab

Director, Wealth Management Coaching & Consulting

Charles Schwab$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Comprehensive understanding of Wealth Management and effective client engagement skills
  • Ability to formulate and teach efficient client engagement/sales process
  • Deep knowledge of brokerage, advised, and banking products/services
  • Extensive knowledge of Financial Planning
  • 10-15 years in financial services with 7+ years of sales leadership experience

Responsibilities

  • Develop branch employees through targeted coaching and consulting
  • Enhance client interactions and engagement skills
  • Promote Schwab’s practice management standards
  • Implement strategies to improve consultant skill development
  • Drive meaningful change and growth in the branch network

Benefits

  • Bonus or incentive opportunities
  • Opportunity to influence and drive market growth
  • Focus on coaching and employee development
  • Work closely within a consultative team environment
  • Flexibility to manage a variety of priorities
Full Job Description
Your Opportunity

 

In addition to a base salary, this role is also eligible for bonus or incentive opportunities*

 

Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network’s client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus:

  • Improving efficiency and the effectiveness
  • Enhancing client interactions and engagement skills
  • Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly
  • Showcasing appropriate wealth management strategies and solutions for various client scenarios
  • Promoting a consistent adoption of Schwab’s practice management standards

 

What you have

WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth.  Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention. 

 

  • Comprehensive understanding of Wealth Management and effective client engagement skills
  • Must have the ability to formulate and teach efficient client engagement/sales process
  • Deep knowledge of brokerage, advised, and banking product/services
  • Extensive knowledge of Financial Planning
  • Exceptional customer focus, including ability to think in terms of customer experience/perspective
  • Strong competency and demonstrated passion for coaching and employee development
  • Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage
  • Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk
  • Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment
  • Ability to inspire organization change/growth
  • Strong organizational, collaboration, and partnership skills  
  • Excellent verbal and communication skills
  • High degree of flexibility and comfort managing competing priorities
  • Superior skills with MS Excel and PPT

 

Additional requirements for role:

  • BA/BS required, MBA a plus
  • FINRA Series 7 and 66 required
  • Industry certifications (CIMA/CFP/CFA/CWS) preferred
  • Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience
  • Typical travel is about 50% of the time for supervision and meetings
  • Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity: State/ Territory: AL, KY, LA, NC, SC, TN, VA, GA

 

This is a summary only and duties and responsibilities may be changed from time to time, or over time.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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