Charles Schwab

Pacific Northwest Regional Director, Wealth and Asset Management

Charles Schwab • $150K — $180K *
Bellevue, WA 98006In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Active and valid FINRA Series 7 and 66 licenses
  • Bachelor's degree
  • Substantial experience in consultative sales or relationship management
  • Experience in financial or investment services
  • Strong working knowledge of investment products and portfolio concepts
  • Excellent written and verbal communication skills
  • Ability to travel regularly within territory

Responsibilities

  • Own acquisition and growth of managed investing solutions
  • Build relationships with Financial Consultants and branch leaders
  • Act as a strategic thought partner for advisors
  • Participate in advisor meetings to educate on investment strategies
  • Develop knowledge of investment philosophies and solutions
  • Create and deliver educational sales ideas and product updates
  • Lead branch education and product rollout

Benefits

  • Telecommute position with regular travel
  • Strong emphasis on relationship-building and partnership
  • Opportunity to work within a collaborative financial services environment
  • Engagement-focused role with client events and educational programs
  • Access to advanced resources for professional development
Full Job Description
Your Opportunity

We are seeking an experienced relationship-builder and sales professional who can earn trust, translate investment concepts into clear client conversations and help advisors connect the right solutions to client needs. This role is well suited to someone who brings strong judgment, curiosity, investment fluency and a track record of developing a territory through long-term partnerships.

 

This is a telecommute position with regular travel within the territory. You must live within the territory once assuming the position.

Job Responsibilities
  • Own acquisition and growth for Schwab Asset Management managed investing solutions and selected third-party offerings across their territory
  • Build durable, trusted relationships with Financial Consultants, branch leaders and regional partners; tailor engagement to the needs and opportunity within each branch and advisor practice.
  • Act as a strategic thought partner to help advisors identify prospective clients, uncover needs and position investment solutions appropriately.
  • Join advisor meetings with existing and prospective clients to provide clear, balanced education on investment strategies and solutions.
  • Develop deep knowledge of investment philosophies, portfolio construction, holdings, product features and the client needs each solution is designed to address.
  • Create and deliver relevant sales ideas, product updates and market-informed education that make complex investment concepts easier to understand and use.
  • Lead branch education and the rollout of new products, enhancements and key business initiatives.
  • Develop and execute an in-market client event strategy, including branch meetings, client and prospect events, webcasts and other educational programs.
  • Use Salesforce, Tableau and other reporting tools to manage opportunities, prioritize outreach and analyze regional flows, trends and participation.
  • Collaborate across WAMS and with business development, wealth management, banking, product, marketing and investment partners to deliver a coordinated experience.
  • Manage the territory with a strong field presence and regular travel for branch visits, client meetings and Schwab-sponsored events.
What you have Required Qualifications
  • Active and valid FINRA Series 7 and 66 licenses
  • Bachelor27s degree
  • Substantial experience in consultative sales, business development or relationship management with a demonstrated record of building trust and delivering results.
  • Substantial experience in financial services, wealth management, investment management, portfolio management, investment consulting or a closely related field.
  • Strong working knowledge of investment products and portfolio concepts, with the ability to explain philosophy, process, portfolio construction, holdings, risks and client fit in clear language.
  • Ability to influence through partnership, navigate a complex organization and work effectively with a wide range of advisor, client and internal stakeholder styles.
  • Confident written and verbal communication skills, including the ability to present to individuals, small groups and larger audiences.
  • Sound judgment, personal accountability and the ability to independently prioritize and manage a geographically dispersed territory.
  • Ability and willingness to travel regularly throughout territory
Preferred Qualifications

We recognize that strong candidates may bring different combinations of experience. The following are helpful, but not required:

  • Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings.
  • Experience partnering with financial advisors, branch networks, registered investment advisors, institutional consultants or other intermediary channels.
  • A record of developing a sales territory through segmentation, disciplined follow-up, client events and opportunity management.
  • Experience using CRM and business intelligence tools such as Salesforce and Tableau.
  • Experience coaching, mentoring, onboarding or sharing sales and investment best practices.
  • CFA, CIMA, CFP certification, MBA or other relevant advanced education or designation.

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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