Director, Wealth Management Coaching & Consulting
Company: Charles Schwab
Location: Paramus
Posted on: February 26, 2026
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Job Description:
As a company, we were established by Chuck over 40 years ago to
champion Main Street over Wall Street, and to help Americans
transform themselves from earners to owners. Through advocacy and
innovation, we work to make investing more affordable, accessible
and understandable for all. As we enter our fifth decade, we are
looking for talented, innovative and driven people who believe they
can help themselves, and our clients, create a better future.
Members of the Wealth Management Coaching & Consulting Team play a
critical role in enhancing the branch network’s client engagement
skills. The Wealth Management Coach & Consultants (WMCCs) primary
role is developing branch employees through coaching and consulting
to promote Schwab’s Modern Wealth Management experience. WMCCs
influence branch employees through targeted coaching and
development in 5 areas of focus: • Improving efficiency and the
effectiveness • Enhancing client interactions and engagement skills
• Highlighting how to bring to bear financial planning concepts,
tools, and dialogue adeptly • Showcasing appropriate wealth
management strategies and solutions for various client scenarios •
Promoting a consistent adoption of Schwab’s practice management
standards What you have WMCCs are passionate about helping branch
employees build their business by influencing and encouraging
meaningful change and growth. Following a consultative process, the
WMCC team determines and implements effective strategies/tactics
which enhance consultant skill development, enhance client
outcomes, and accelerate market growth and retention. •
Comprehensive understanding of Wealth Management and effective
client engagement skills • Must have the ability to formulate and
teach efficient client engagement/sales process • Deep knowledge of
brokerage, advised, and banking product/services • Extensive
knowledge of Financial Planning • Exceptional customer focus,
including ability to think in terms of customer
experience/perspective • Strong competency and demonstrated passion
for coaching and employee development • Demonstratable success
executing and understanding initiatives aligned with the Companys
strategic objectives for the business to expand market share and
achieve a competitive advantage • Keen business judgment and
ability to effectively make trade-offs in business decision making
process and manage risk • Data-curious to leverage key metrics to
identify trends which helps create tactical action plans to drive
results in a sales environment • Ability to inspire organization
change/growth • Strong organizational, collaboration, and
partnership skills • Excellent verbal and communication skills •
High degree of flexibility and comfort managing competing
priorities • Superior skills with MS Excel and PPT Additional
requirements for role: • BA/BS required, MBA a plus • FINRA Series
7 and 66 required • Industry certifications (CIMA/CFP/CFA/CWS)
preferred • Must have a minimum of 10-15 years in the financial
services industry, including 7 years of sales leadership experience
• Typical travel is about 50% of the time for supervision and
meetings • Position must reside in the region they cover, with
potential to be located in a branch or corporate site based on
capacity. This is a summary only and duties and responsibilities
may be changed from time to time, or over time. This position
covers Mid-Atlantic (NJ, VA, MD, DC) Why work for us? At 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. We offer a
competitive benefits package to our full-time employees 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
Keywords: Charles Schwab, Hartford , Director, Wealth Management Coaching & Consulting, Accounting, Auditing , Paramus, Connecticut
