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Executive Rbc Wealth Management Jobs in Arizona (NOW HIRING)

Bank of America

Merrill Performance Coach

Tucson, AZ · On-site

  • PTO

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Partner with Market Executives to support high impact local programming supporting advisor ...

Busey

Director of Private Client Strategy

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management, and lending strategies tailored to high-net-worth individuals and families. * Strong understanding of investment advisory, financial planning, and fiduciary services. * Executive ...

Busey

Director of Private Client Strategy

Scottsdale, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management, and lending strategies tailored to high-net-worth individuals and families. * Strong understanding of investment advisory, financial planning, and fiduciary services. * Executive ...

SwitchThink Solutions

Director, Talent Acquisition

Phoenix, AZ · On-site

$97K - $134K/yr

... Wealth Management CUSO, and SwitchThink CUSO. Serve as the primary TA leader and strategic advisor to executive and senior leadership teams on talent market trends, hiring capacity, and workforce ...

Kestra Financial, Inc.

Director, Client Service

Tempe, AZ · On-site

$120 - $160/hr

  • Medical

  • Retirement

Kestra Holdings is a leading wealth management platform that empowers independent financial ... EVP. Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Kestra Holdings

Director, Client Service

Tempe, AZ · On-site

  • Medical

  • Retirement

Kestra Holdings offers industry-leading wealth management platforms for independent wealth ... EVP. Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Kestra Holdings

Lead Solution Architect

Tempe, AZ · On-site

  • Medical

  • Retirement

Kestra Holdings offers industry-leading wealth management platforms for independent wealth ... This role partners closely with executive stakeholders, product owners, engineering teams, data ...

Northern Trust

Account Manager, Banking

Phoenix, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... stock, executive aircraft, yachts, fine art, life insurance, and subscription & capital call ...

Northern Trust

Account Manager, Banking

Phoenix, AZ

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... stock, executive aircraft, yachts, fine art, life insurance, and subscription & capital call ...

Northern Trust

Account Manager, Banking

Phoenix, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... stock, executive aircraft, yachts, fine art, life insurance, and subscription & capital call ...

Regal Executive Search

Senior Tax Associate

Phoenix, AZ · On-site

$80K - $100K/yr

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals ...

LPL Financial

Institutional Advice Manager

Tempe, AZ · On-site +1

$94K - $156K/yr

  • Medical

  • Retirement

  • PTO

The manager partners with bank and credit union executives, drives operational excellence, and ... LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial ...

HUB

Account Executive - Personal Insurance

Flagstaff, AZ · On-site

  • Medical

  • Life

... wealth management solutions. With more than 600 offices and over 20,000 employees across North ... Working alongside Producers (aka "Client Executives / Sales") as assigned, the AE shall be ...

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Executive Rbc Wealth Management jobs near you
Infographic showing various Executive Rbc Wealth Management job openings in Arizona as of June 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution.

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab

Scottsdale, AZ

$185K - $245K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Position Type: Regular
Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-


Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

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 locations.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • CFP® designation, CFA® designation required (may consider 24 month condition of employment)
  • Bachelor’s Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may consider a 120-day COE)
  • Active and valid FINRA 9/10 required (may consider a 120-day COE)
  • Five plus years’ experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At 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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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

Apply