Charles Schwab

Director, Wealth Management Coaching & Consulting – Heartland Region

Charles Schwab$150K — $180K *
Omaha, NE 68104In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree
  • FINRA Series 7 and Series 66 licenses
  • 10+ years in financial services
  • 7+ years in sales leadership or advisor development
  • Comprehensive knowledge of wealth management and client engagement strategies
  • Proven coaching and performance improvement skills
  • Deep understanding of brokerage and advisory products and services
  • Ability to leverage data and results-driven action planning
  • Strong business judgment and risk management skills
  • Excellent communication skills

Responsibilities

  • Drive consultant effectiveness and improve client engagement
  • Support business growth through coaching and strategic consultation
  • Evaluate performance trends and identify opportunities for improvement
  • Implement actionable strategies to enhance advisor capabilities and client outcomes
  • Collaborate with branch leaders and regional partners for best practices
  • Manage risk while balancing strategic priorities
  • Conduct frequent travel for in-person coaching and relationship building

Benefits

  • Bonus or incentive opportunities
  • Comprehensive health and wellness programs
  • Retirement savings plan with company match
  • Professional development and training opportunities
  • Flexible work arrangements when applicable
Full Job Description
Your Opportunity

 

The Director, Wealth Management Coaching & Consulting plays a critical role in advancing Schwab’s Modern Wealth Management experience across the Heartland Region. Partnering closely with branch leaders and wealth management professionals, this role drives consultant effectiveness, enhances client engagement, and supports business growth through coaching, development, and strategic consultation. Success in this position requires the ability to evaluate performance trends, identify opportunities, and implement actionable strategies that improve advisor capabilities, client outcomes, retention, and market share.

This leader leverages deep wealth management expertise, financial planning knowledge, and data-driven decision making to influence change, strengthen adoption of best practices, and elevate client-centric behaviors. Working across branches and regional partners, the role requires strong collaboration, adaptability, and business judgment to balance strategic priorities, manage risk, and drive continuous improvement. Frequent travel throughout the region supports in-person coaching, relationship building, and execution of growth initiatives.

 

 

What you have

 

Required Qualifications

  • Bachelor’s degree required.
  • FINRA Series 7 and Series 66 licenses required.
  • 10+ years of experience in the financial services industry.
  • 7+ years of sales leadership, coaching, consulting, or advisor development experience.
  • Comprehensive knowledge of wealth management, financial planning, and client engagement strategies.
  • Demonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.
  • Deep understanding of brokerage, advisory, and banking products and services.
  • Ability to leverage data, metrics, and business insights to identify trends and develop action plans that drive results.
  • Strong business judgment with the ability to prioritize competing opportunities and effectively manage risk.
  • Excellent verbal and written communication skills with the ability to influence diverse audiences.
  • Ability to travel approximately 50% and reside within the Heartland Region (Edina, MN; Omaha, NE; Denver, CO).
Preferred Qualifications
  • MBA
  • Industry certifications such as CFP®, CIMA®, CFA®, or CWS®.
  • Experience leading large-scale organizational change, growth, or business transformation initiatives.
  • Advanced proficiency with Microsoft Excel and PowerPoint.
  • Experience driving adoption of practice management frameworks and advisor development programs.
  • Strong partnership, collaboration, and stakeholder management capabilities.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

 

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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