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Job description
Your opportunity
nAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location identified.
nThe Director, Wealth Management Coaching & Consulting plays a critical role in advancing Schwab’s Modern Wealth Management experience across the Heartland Region. Partnering closely with branch leaders and wealth management professionals, this role drives consultant effectiveness, enhances client engagement, and supports business growth through coaching, development, and strategic consultation. Success in this position requires the ability to evaluate performance trends, identify opportunities, and implement actionable strategies that improve advisor capabilities, client outcomes, retention, and market share.
nThis leader leverages deep wealth management expertise, financial planning knowledge, and data-driven decision making to influence change, strengthen adoption of best practices, and elevate client-centric behaviors. Working across branches and regional partners, the role requires strong collaboration, adaptability, and business judgment to balance strategic priorities, manage risk, and drive continuous improvement. Frequent travel throughout the region supports in-person coaching, relationship building, and execution of growth initiatives.
nWhat you have
nRequired Qualifications
nnnBachelor’s degree required.
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nnFINRA Series 7 and Series 66 licenses required.
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nn10+ years of experience in the financial services industry.
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nn7+ years of sales leadership, coaching, consulting, or advisor development experience.
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nnComprehensive knowledge of wealth management, financial planning, and client engagement strategies.
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nnDemonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.
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nnDeep understanding of brokerage, advisory, and banking products and services.
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nnAbility to leverage data, metrics, and business insights to identify trends and develop action plans that drive results.
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nnStrong business judgment with the ability to prioritize competing opportunities and effectively manage risk.
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nnExcellent verbal and written communication skills with the ability to influence diverse audiences.
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nnAbility to travel approximately 50% and reside within the Heartland Region (Edina, MN; Omaha, NE; Denver, CO).
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n nPreferred Qualifications
nnnMBA
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nnIndustry certifications such as CFP®, CIMA®, CFA®, or CWS®.
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nnExperience leading large-scale organizational change, growth, or business transformation initiatives.
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nnAdvanced proficiency with Microsoft Excel and PowerPoint.
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nnExperience driving adoption of practice management frameworks and advisor development programs.
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nnStrong partnership, collaboration, and stakeholder management capabilities.
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n nIn addition to the salary range, this role is eligible for bonus or incentive opportunities.
nWhat’s in it for you
nAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility ( approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
nWe offer a competitive benefits package ( that takes care of the whole you – both today and in the future:
nnn401(k) with company match and Employee stock purchase plan
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nnPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
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nnPaid parental leave and family building benefits
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nnTuition reimbursement
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nnHealth, dental, and vision insurance
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n nWhat’s in it for you:
nAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
nWe offer a competitive benefits package that takes care of the whole you – both today and in the future:
n401(k) with company match and Employee stock purchase plan
nPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
nPaid parental leave and family building benefits
nTuition reimbursement
nHealth, dental, and vision insurance
nSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
Worksite address
st paul, MN, 55130, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.