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Senior Regional Manager, Wealth Advisory; Hybrid
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-02-14
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A leading financial services firm is looking for a Senior Regional Manager to lead a team of 10-12 Wealth Advisors. The role emphasizes building collaborative relationships and managing performance to enhance client service. Candidates should have strong financial services backgrounds with a CFP® or CFA® designation. This position is located in Bellevue, Washington, and supports the firm’s commitment to client-focused service and teamwork.
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Position Requirements
10+ Years
work experience
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