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Wealth Management

On-site Senior Regional Manager: Lead Wealth Advisors

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-02-01
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Charlotte, NC is seeking a Senior Regional Manager to lead a team of Wealth Advisors. This role requires a strong leader with a drive for collaboration and performance management, emphasizing a positive client experience. Candidates must hold a Bachelor’s degree along with CFP® and CFA® designations, and several licenses including FINRA Series 7. The role also offers bonus opportunities and is intended to be an on-site position.
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Position Requirements
10+ Years work experience
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