Salary: USD $116,100 - $258,100 / Year

Your opportunity

At 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.

As part of the Branch Network's team of experts, the Regional Investment Strategist partners with our Branch Financial Consultants in growing, retaining, and deepening relationships with High Net Worth/Ultra High Net Worth self-directed Traders & investors. The team supports Schwab's Modern Wealth Management initiatives by partnering with Regional Wealth Management Consultants and Financial Consultants in educating their self-directed clients on critical wealth management issues, our investor capabilities, and ways in which Schwab can help them meet their financial needs. Our Regional Investment Strategists cover local and virtual branches throughout the country and work closely with their Regional Market Executive, Branch Managers, Regional Wealth Management Consultants, Financial Consultants, and their clients/prospects.

• Facilitate one-on-one consultations with high value, self-directed clients and prospects to grow and support relationships.
• Conduct in-branch and virtual educational seminars that showcase Schwab's Trading expertise and capabilities.
• Partner with FCs to uncover unaddressed wealth management issues when meeting with Traders and investors.
• Build and sustain exceptional working relationships with the Regional Market Executive, Branch Managers, Regional Wealth Management Consultants, Financial Consultants, and key partners to build a customized High Net Worth growth and client retention strategy for the assigned region.
• Conduct impactful Branch Manager, Financial Consultant, and Investor Consultant meetings to support the skills necessary to grow and retain clients and prospects.

• Active and valid FINRA Series 7.
• Active and valid FINRA Series 63.
• 5+ year's sales experience in the Active Trader, Securities, and/or Financial Services industry.
• Extensive knowledge of technical and fundamental analysis, sophisticated trading strategies, risk management, active trader products, services, software, and the brokerage industry.
• Bachelor's degree and/or equivalent work-related experience.
• Ability to meet significant travel obligations within the assigned regional market.

• Active and valid FINRA Series 3 & 34 preferred, but not required.
• Active and valid FINRA Series 9/10 preferred, but not required.
• Experience working with cross-functional teams.
• Proven success presenting to groups of clients, Financial Consultants, and Branch Managers to demonstrate market and product knowledge.
• Excellent communication and consulting skills.
• High level of passion and the drive necessary to deliver outstanding client satisfaction and robust business development results.
• Proven background in education and/or public speaking.
• Excellent interpersonal, motivational, organizational, decision-making and leadership skills.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance