Charles Schwab

Director, Wealth Management Coaching & Consulting – Northwest Region

Charles Schwab$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree required
  • FINRA Series 7 and 66 licenses required
  • 10-15 years of experience in the financial services industry
  • 7+ years of sales leadership experience
  • Ability to travel approximately 50% of the time
  • Comprehensive understanding of Wealth Management and client engagement skills
  • Strong competency in coaching and employee development

Responsibilities

  • Coach branch employees to improve client engagement and wealth management capabilities
  • Enhance team efficiency with targeted developmental strategies
  • Develop skills in relationship management and client engagement
  • Instruct employees on financial planning concepts and client dialogue
  • Promote adherence to Schwab's practice management standards
  • Analyze performance metrics to identify trends and create action plans
  • Consult field leaders to implement growth strategies

Benefits

  • Performance-driven bonus opportunities
  • Engagement with a leading financial services firm
  • Opportunity to influence a regional team's success
  • Professional development through coaching and training initiatives
  • Travel opportunities within the Northwest region
Full Job Description
Director, Wealth Management Coaching & Consulting – Northwest Region

The Director, Wealth Management Coaching & Consulting plays a critical role in elevating the effectiveness of Schwab's branch network by coaching, consulting, and developing employees to deliver Schwab's Modern Wealth Management experience. This leader partners closely with field leadership and branch teams to drive advisor and consultant growth, improve client outcomes, and accelerate market performance through targeted coaching and strategic consulting.

What You Will Do 

  • Coach and develop branch employees to enhance client engagement and wealth management capabilities. 
  • Improve efficiency and effectiveness across branch teams through targeted developmental strategies. 
  • Enhance client interactions, relationship management, and engagement skills. 
  • Coach employees on financial planning concepts, tools, and client dialogue. 
  • Showcase appropriate wealth management strategies and solutions for a variety of client scenarios. 
  • Promote consistent adoption of Schwab's practice management standards. 
  • Leverage business and performance metrics to identify trends and build tactical action plans. 
  • Consult with field leaders to implement strategies that improve growth, retention, and client outcomes. 
  • Influence organizational change through partnership, collaboration, and leadership. 
  • Align coaching initiatives with Schwab's strategic business objectives. 

 

 

 

What you have

Required Qualifications 

  • BA/BS required
  • FINRA Series 7 and 66 required 
  • A minimum of 10-15 years in the financial services industry
  • 7+ years of sales leadership experience 
  • Typical travel is about 50% of the time for coaching and meetings  
  •  Must reside in the region you cover, with potential to be located in a branch or corporate site based on capacity.  
  • Comprehensive understanding of Wealth Management and effective client engagement skills. 
  • Ability to formulate and teach efficient client engagement and sales processes. 
  • Deep knowledge of brokerage, advised, and banking products and services. 
  • Extensive knowledge of Financial Planning. 
  • Exceptional customer focus, including the ability to think in terms of the customer experience and perspective. 
  • Strong competency and demonstrated passion for coaching and employee development. 
  • Demonstrated success executing and understanding initiatives aligned with the Company's strategic objectives to expand market share and achieve competitive advantage. 
  • Keen business judgment and the ability to effectively make trade-offs in the business decision-making process and manage risk. 
  • Data-curious approach to leveraging key metrics to identify trends and create tactical action plans to drive results in a sales environment. 
  • Ability to inspire organizational change and growth. 
  • Strong organizational, collaboration, and partnership skills. 
  • Excellent verbal and written communication skills. 
  • High degree of flexibility and comfort managing competing priorities. 
  • Superior skills with Microsoft Excel and PowerPoint. 

 

Preferred Focus Areas 

  • Industry certifications (CIMA/CFP/CFA/CWS) preferred  
  • Coaching financial services professionals to improve client engagement and business outcomes. 
  • Experience applying financial planning concepts, tools, and dialogue in client-facing or advisor-development scenarios. 
  • Use of metrics and reporting to identify trends, prioritize opportunities, and build tactical action plans. 
  • Ability to influence experienced professionals and leaders without direct authority. 
  • Comfort operating across competing priorities while maintaining strong partnership and communication. 

 

This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers the Northwest region (Portland, OR; Salt Lake City, UT). 

  

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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