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Senior Regional Manager, Wealth Advisory; Hybrid

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Job Description & How to Apply Below
Position: Senior Regional Manager, Wealth Advisory (Hybrid)
A leading financial services firm seeks a Senior Regional Manager in Phoenix, Arizona, to lead and develop a team of Wealth Advisors. This role requires a strong background in financial services, proficiency in coaching, and the ability to foster collaboration among team members. The ideal candidate will have a CFP® and CFA® designation and extensive industry experience. The position offers competitive pay, bonus opportunities, and a robust benefits package, promoting both professional growth and a flexible work environment.
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Position Requirements
10+ Years work experience
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